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 | $14,555 | $103,376-85.9% | $87,100-83.3% | $152,861-90.5% |
| Participation rate | 28.6% | 79.3%-50.8pp | 76.9%-48.3pp | 82.4%-53.9pp |
| Annual return | 31.63% | 28.10%+3.5pp | 28.19%+3.4pp | 345.32%-313.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,889 | $4,778-60.5% | $4,049-53.4% | $5,850-67.7% |
| Admin fee / account holder | $90 | $12,205-99.3% | $7,497-98.8% | $11,596-99.2% |