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 | $12,764 | $215,361-94.1% | $171,082-92.5% | $273,961-95.3% |
| Participation rate | 19.0% | 82.0%-63.0pp | 76.7%-57.6pp | 83.0%-64.0pp |
| Annual return | 4.13% | 25.14%-21.0pp | 32.56%-28.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,656 | $5,543-70.1% | $4,797-65.5% | $5,287-68.7% |
| Admin fee / account holder | $167 | $10,846-98.5% | $8,520-98.0% | $10,132-98.4% |