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 | $16,220 | $232,540-93.0% | $185,117-91.2% | $147,584-89.0% |
| Participation rate | 26.3% | 82.4%-56.0pp | 77.3%-50.9pp | 82.8%-56.5pp |
| Annual return | 13.62% | 43.03%-29.4pp | 40.50%-26.9pp | 578.55%-564.9pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $895 | $5,834-84.7% | $5,045-82.3% | $5,439-83.6% |
| Admin fee / account holder | $113 | $10,275-98.9% | $8,159-98.6% | $10,885-99.0% |