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 | $6,967 | $53,127-86.9% | $86,590-92.0% | $70,131-90.1% |
| Participation rate | 63.6% | 65.3%-1.7pp | 73.5%-9.9pp | 69.5%-5.9pp |
| Annual return | 20.95% | 27.66%-6.7pp | 964.84%-943.9pp | 73.14%-52.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,496 | $2,696-44.5% | $3,609-58.5% | $3,332-55.1% |
| Admin fee / account holder | $286 | $3,585-92.0% | $4,906-94.2% | $4,645-93.8% |