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 10-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 | $12,671 | $228,332-94.5% | $185,823-93.2% | $158,922-92.0% |
| Participation rate | 21.4% | 82.3%-60.9pp | 78.0%-56.6pp | 82.0%-60.5pp |
| Annual return | 26.06% | 40.80%-14.7pp | 35.95%-9.9pp | 302.83%-276.8pp |
| Employer contribution / active EE | $177 | $4,967-96.4% | $4,087-95.7% | $4,761-96.3% |
| Participant deferral / active EE | $1,769 | $6,415-72.4% | $5,632-68.6% | $5,982-70.4% |
| Admin fee / account holder | $80 | $11,864-99.3% | $9,500-99.2% | $11,246-99.3% |