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 | $25,708 | $144,119-82.2% | $117,854-78.2% | $147,584-82.6% |
| Participation rate | 45.5% | 83.4%-38.0pp | 79.7%-34.2pp | 82.8%-37.4pp |
| Annual return | 24.60% | 531.15%-506.5pp | 335.08%-310.5pp | 578.55%-553.9pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,938 | $5,316-25.9% | $4,482-12.1% | $5,439-27.6% |
| Admin fee / account holder | $132 | $10,886-98.8% | $8,020-98.3% | $10,885-98.8% |