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 | $11,129 | $99,341-88.8% | $84,750-86.9% | $273,961-95.9% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 8.79% | 22.93%-14.1pp | 22.78%-14.0pp | 41.45%-32.7pp |
| Employer contribution / active EE | $126 | $4,214-97.0% | $3,574-96.5% | $4,869-97.4% |
| Participant deferral / active EE | $2,965 | $4,269-30.5% | $3,712-20.1% | $5,287-43.9% |
| Admin fee / account holder | $7 | $6,644-99.9% | $5,332-99.9% | $10,132-99.9% |