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 | $8,193 | $45,073-81.8% | $69,455-88.2% | $72,985-88.8% |
| Participation rate | 47.9% | 68.5%-20.5pp | 74.6%-26.7pp | 69.5%-21.5pp |
| Annual return | 23.82% | 22.65%+1.2pp | 28.97%-5.1pp | 81.00%-57.2pp |
| Employer contribution / active EE | $220 | $2,054-89.3% | $2,779-92.1% | $2,440-91.0% |
| Participant deferral / active EE | $988 | $2,602-62.0% | $3,535-72.0% | $3,607-72.6% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |