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 | $12,235 | $76,552-84.0% | $123,892-90.1% | $62,891-80.5% |
| Participation rate | 68.0% | 73.0%-5.0pp | 81.4%-13.4pp | 69.3%-1.3pp |
| Annual return | 36.68% | 18.68%+18.0pp | 47.52%-10.8pp | 20.14%+16.5pp |
| Employer contribution / active EE | $256 | $2,883-91.1% | $4,617-94.4% | $2,281-88.8% |
| Participant deferral / active EE | $6,341 | $4,840+31.0% | $5,984+6.0% | $3,203+98.0% |
| Admin fee / account holder | $43 | $4,826-99.1% | $8,357-99.5% | $4,296-99.0% |