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 | $12,819 | $48,364-73.5% | $71,796-82.1% | $62,891-79.6% |
| Participation rate | 49.0% | 60.6%-11.6pp | 69.1%-20.1pp | 69.3%-20.3pp |
| Annual return | 6.93% | 13.16%-6.2pp | 78.04%-71.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,125 | $2,091-46.2% | $2,794-59.7% | $3,203-64.9% |
| Admin fee / account holder | $26 | $3,771-99.3% | $4,815-99.5% | $4,296-99.4% |