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 | $74,927-85.4% | $101,794-89.3% | $84,808-87.1% |
| Participation rate | 37.8% | 61.4%-23.6pp | 69.2%-31.3pp | 68.3%-30.5pp |
| Annual return | 23.17% | 18.70%+4.5pp | 30.53%-7.4pp | 40.90%-17.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,264 | $3,099-59.2% | $4,084-69.0% | $4,212-70.0% |
| Admin fee / account holder | $107 | $6,514-98.4% | $8,777-98.8% | $7,344-98.5% |