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 5-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 | $12,626 | $48,076-73.7% | $78,689-84.0% | $62,891-79.9% |
| Participation rate | 42.1% | 65.2%-23.1pp | 73.6%-31.5pp | 69.3%-27.2pp |
| Annual return | 8.30% | 31.35%-23.1pp | 62.18%-53.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,363 | $2,588-47.3% | $3,517-61.2% | $3,203-57.5% |
| Admin fee / account holder | $74 | $3,207-97.7% | $4,510-98.4% | $4,296-98.3% |