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 | $14,447 | $103,376-86.0% | $87,100-83.4% | $152,861-90.5% |
| Participation rate | 53.8% | 79.3%-25.5pp | 76.9%-23.0pp | 82.4%-28.6pp |
| Annual return | 24.73% | 28.10%-3.4pp | 28.19%-3.5pp | 345.32%-320.6pp |
| Employer contribution / active EE | $393 | $3,220-87.8% | $2,521-84.4% | $4,762-91.8% |
| Participant deferral / active EE | $1,571 | $4,778-67.1% | $4,049-61.2% | $5,850-73.1% |
| Admin fee / account holder | $209 | $12,205-98.3% | $7,497-97.2% | $11,596-98.2% |