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 | $13,432 | $165,335-91.9% | $149,696-91.0% | $158,922-91.5% |
| Participation rate | 58.8% | 84.6%-25.7pp | 82.5%-23.7pp | 82.0%-23.1pp |
| Annual return | 52.18% | 348.15%-296.0pp | 276.60%-224.4pp | 302.83%-250.6pp |
| Employer contribution / active EE | $868 | $5,103-83.0% | $4,644-81.3% | $4,761-81.8% |
| Participant deferral / active EE | $3,532 | $7,181-50.8% | $6,842-48.4% | $5,982-40.9% |
| Admin fee / account holder | $34 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |