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 | $12,181 | $154,228-92.1% | $145,433-91.6% | $137,256-91.1% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 29.97% | 74.59%-44.6pp | 66.58%-36.6pp | 220.34%-190.4pp |
| Employer contribution / active EE | $214 | $4,804-95.5% | $4,554-95.3% | $4,156-94.9% |
| Participant deferral / active EE | $2,618 | $8,216-68.1% | $7,897-66.8% | $6,407-59.1% |
| Admin fee / account holder | $65 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |