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 8-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 | $20,966 | $81,460-74.3% | $103,333-79.7% | $80,856-74.1% |
| Participation rate | 41.2% | 66.8%-25.7pp | 74.5%-33.3pp | 67.6%-26.5pp |
| Annual return | 23.18% | 25.55%-2.4pp | 24.88%-1.7pp | 35.59%-12.4pp |
| Employer contribution / active EE | $449 | $3,105-85.5% | $3,868-88.4% | $2,755-83.7% |
| Participant deferral / active EE | $2,250 | $3,869-41.8% | $5,057-55.5% | $4,296-47.6% |
| Admin fee / account holder | $89 | $6,566-98.6% | $8,355-98.9% | $6,918-98.7% |