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 7-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 | $2,490 | $50,082-95.0% | $93,406-97.3% | $79,858-96.9% |
| Participation rate | 61.0% | 60.9%+0.1pp | 66.8%-5.8pp | 69.6%-8.6pp |
| Annual return | 27.92% | 24.59%+3.3pp | 78.05%-50.1pp | 31.71%-3.8pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $906 | $2,212-59.1% | $3,126-71.0% | $3,740-75.8% |
| Admin fee / account holder | $90 | $3,454-97.4% | $5,230-98.3% | $5,306-98.3% |