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 | $16,531 | $95,971-82.8% | $74,550-77.8% | $135,375-87.8% |
| Participation rate | 35.3% | 75.7%-40.4pp | 69.1%-33.8pp | 82.6%-47.3pp |
| Annual return | 2.69% | 56.96%-54.3pp | 32.53%-29.8pp | 519.73%-517.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $940 | $3,843-75.5% | $3,108-69.8% | $5,609-83.2% |
| Admin fee / account holder | $51 | $6,522-99.2% | $5,060-99.0% | $10,827-99.5% |