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 | $7,413 | $181,894-95.9% | $156,549-95.3% | $273,961-97.3% |
| Participation rate | 68.2% | 88.4%-20.2pp | 84.0%-15.8pp | 83.0%-14.8pp |
| Annual return | 8.99% | 30.74%-21.8pp | 32.23%-23.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $816 | $6,248-86.9% | $5,501-85.2% | $4,869-83.2% |
| Participant deferral / active EE | $2,353 | $5,550-57.6% | $4,871-51.7% | $5,287-55.5% |
| Admin fee / account holder | $66 | $15,559-99.6% | $13,027-99.5% | $10,132-99.4% |