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 | $11,390 | $76,367-85.1% | $93,606-87.8% | $72,985-84.4% |
| Participation rate | 57.1% | 71.7%-14.6pp | 75.8%-18.7pp | 69.5%-12.3pp |
| Annual return | 22.27% | 25.82%-3.5pp | 32.76%-10.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,874 | $3,538-47.0% | $4,069-53.9% | $3,607-48.0% |
| Admin fee / account holder | $109 | $6,838-98.4% | $7,888-98.6% | $5,124-97.9% |