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 | $8,287 | $81,446-89.8% | $103,374-92.0% | $80,874-89.8% |
| Participation rate | 55.3% | 66.9%-11.5pp | 74.5%-19.2pp | 67.6%-12.3pp |
| Annual return | 37.33% | 25.57%+11.8pp | 24.89%+12.4pp | 35.62%+1.7pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,056 | $3,870-46.9% | $5,058-59.4% | $4,297-52.2% |
| Admin fee / account holder | $206 | $6,715-96.9% | $8,394-97.5% | $6,935-97.0% |