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 | $24,845 | $67,606-63.3% | $82,313-69.8% | $70,131-64.6% |
| Participation rate | 37.8% | 72.8%-35.0pp | 76.9%-39.1pp | 69.5%-31.7pp |
| Annual return | 19.39% | 21.57%-2.2pp | 25.88%-6.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $214 | $1,755-87.8% | $2,428-91.2% | $2,342-90.9% |
| Participant deferral / active EE | $1,559 | $2,987-47.8% | $3,706-57.9% | $3,332-53.2% |
| Admin fee / account holder | $151 | $4,512-96.7% | $5,608-97.3% | $4,645-96.8% |