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 | $21,438 | $57,651-62.8% | $112,229-80.9% | $71,457-70.0% |
| Participation rate | 3.2% | 58.9%-55.8pp | 72.4%-69.3pp | 67.9%-64.7pp |
| Annual return | 16.98% | 18.32%-1.3pp | 30.20%-13.2pp | 28.85%-11.9pp |
| Employer contribution / active EE | $51 | $1,913-97.3% | $3,430-98.5% | $2,588-98.0% |
| Participant deferral / active EE | $0 | $2,863-100.0% | $4,798-100.0% | $4,289-100.0% |
| Admin fee / account holder | $20 | $1,581-98.7% | $7,748-99.7% | $1,587-98.7% |