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 3-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 | $12,158 | $163,101-92.5% | $136,749-91.1% | $142,382-91.5% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 20.44% | 27.54%-7.1pp | 24.33%-3.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $333 | $4,117-91.9% | $3,400-90.2% | $4,299-92.2% |
| Participant deferral / active EE | $1,667 | $5,585-70.2% | $4,692-64.5% | $6,507-74.4% |
| Admin fee / account holder | $24 | $14,318-99.8% | $11,386-99.8% | $12,624-99.8% |