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 | $5,807 | $45,073-87.1% | $69,455-91.6% | $72,985-92.0% |
| Participation rate | 42.1% | 68.5%-26.4pp | 74.6%-32.5pp | 69.5%-27.4pp |
| Annual return | 12.22% | 22.65%-10.4pp | 28.97%-16.7pp | 81.00%-68.8pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $947 | $2,602-63.6% | $3,535-73.2% | $3,607-73.7% |
| Admin fee / account holder | $84 | $3,056-97.2% | $3,839-97.8% | $5,124-98.4% |