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 | $10,407 | $178,174-94.2% | $156,181-93.3% | $137,256-92.4% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.8%-16.9pp | 80.0%-18.1pp |
| Annual return | 20.05% | 84.19%-64.1pp | 64.87%-44.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $961 | $4,972-80.7% | $4,294-77.6% | $4,156-76.9% |
| Participant deferral / active EE | $2,239 | $6,888-67.5% | $6,132-63.5% | $6,407-65.0% |
| Admin fee / account holder | $32 | $17,404-99.8% | $14,586-99.8% | $12,270-99.7% |