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 | $8,290 | $60,349-86.3% | $74,183-88.8% | $62,891-86.8% |
| Participation rate | 58.6% | 72.7%-14.1pp | 76.6%-18.0pp | 69.3%-10.7pp |
| Annual return | 6.26% | 21.37%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $164 | $1,680-90.3% | $2,370-93.1% | $2,281-92.8% |
| Participant deferral / active EE | $1,502 | $2,856-47.4% | $3,550-57.7% | $3,203-53.1% |
| Admin fee / account holder | $170 | $4,261-96.0% | $5,586-97.0% | $4,296-96.0% |