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 | $6,678 | $48,364-86.2% | $71,796-90.7% | $62,891-89.4% |
| Participation rate | 21.6% | 60.6%-39.0pp | 69.1%-47.5pp | 69.3%-47.7pp |
| Annual return | 13.67% | 13.16%+0.5pp | 78.04%-64.4pp | 20.14%-6.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $948 | $2,091-54.7% | $2,794-66.1% | $3,203-70.4% |
| Admin fee / account holder | $101 | $3,771-97.3% | $4,815-97.9% | $4,296-97.6% |