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 | $22,729 | $149,734-84.8% | $118,925-80.9% | $158,922-85.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 11.05% | 19.95%-8.9pp | 35.88%-24.8pp | 302.83%-291.8pp |
| Employer contribution / active EE | $809 | $4,115-80.3% | $3,263-75.2% | $4,761-83.0% |
| Participant deferral / active EE | $1,608 | $5,223-69.2% | $4,265-62.3% | $5,982-73.1% |
| Admin fee / account holder | $172 | $8,603-98.0% | $6,581-97.4% | $11,246-98.5% |