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 | $6,695 | $63,346-89.4% | $92,233-92.7% | $70,131-90.5% |
| Participation rate | 40.0% | 68.7%-28.7pp | 76.5%-36.5pp | 69.5%-29.5pp |
| Annual return | 19.40% | 530.12%-510.7pp | 176.28%-156.9pp | 73.14%-53.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,325 | $2,854-53.6% | $3,897-66.0% | $3,332-60.2% |
| Admin fee / account holder | $157 | $3,840-95.9% | $5,194-97.0% | $4,645-96.6% |