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 | $6,294 | $63,346-90.1% | $92,233-93.2% | $70,131-91.0% |
| Participation rate | 37.0% | 68.7%-31.7pp | 76.5%-39.5pp | 69.5%-32.6pp |
| Annual return | 18.59% | 530.12%-511.5pp | 176.28%-157.7pp | 73.14%-54.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,198 | $2,854-58.0% | $3,897-69.3% | $3,332-64.1% |
| Admin fee / account holder | $24 | $3,840-99.4% | $5,194-99.5% | $4,645-99.5% |