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 | $10,902 | $73,787-85.2% | $98,716-89.0% | $82,448-86.8% |
| Participation rate | 37.8% | 61.4%-23.6pp | 69.3%-31.5pp | 68.1%-30.2pp |
| Annual return | 23.17% | 18.57%+4.6pp | 31.81%-8.6pp | 41.64%-18.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,264 | $3,081-59.0% | $4,048-68.8% | $4,139-69.5% |
| Admin fee / account holder | $107 | $6,500-98.4% | $8,703-98.8% | $7,234-98.5% |