See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,213 | $85,766-90.4% | $136,294-94.0% | $70,131-88.3% |
| Participation rate | 43.6% | 74.2%-30.6pp | 81.9%-38.3pp | 69.5%-26.0pp |
| Annual return | 32.64% | 31.45%+1.2pp | 5155.94%-5123.3pp | 73.14%-40.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,936 | $5,051-41.9% | $6,247-53.0% | $3,332-11.9% |
| Admin fee / account holder | $116 | $5,420-97.9% | $9,243-98.7% | $4,645-97.5% |