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 | $9,266 | $102,966-91.0% | $90,281-89.7% | $152,861-93.9% |
| Participation rate | 41.7% | 75.9%-34.2pp | 73.3%-31.6pp | 82.4%-40.8pp |
| Annual return | 19.63% | 95.16%-75.5pp | 78.10%-58.5pp | 345.32%-325.7pp |
| Employer contribution / active EE | $131 | $3,139-95.8% | $2,854-95.4% | $4,762-97.3% |
| Participant deferral / active EE | $855 | $4,281-80.0% | $3,885-78.0% | $5,850-85.4% |
| Admin fee / account holder | $14 | $6,171-99.8% | $5,351-99.7% | $11,596-99.9% |