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 | $22,435 | $67,411-66.7% | $91,001-75.3% | $70,131-68.0% |
| Participation rate | 67.0% | 71.4%-4.3pp | 75.6%-8.6pp | 69.5%-2.5pp |
| Annual return | 13.41% | -40.16%+53.6pp | 4.60%+8.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $241 | $1,786-86.5% | $2,456-90.2% | $2,342-89.7% |
| Participant deferral / active EE | $1,286 | $2,823-54.4% | $3,547-63.7% | $3,332-61.4% |
| Admin fee / account holder | $128 | $4,236-97.0% | $5,417-97.6% | $4,645-97.2% |