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 | $10,075 | $53,127-81.0% | $86,590-88.4% | $70,131-85.6% |
| Participation rate | 20.5% | 65.3%-44.8pp | 73.5%-53.0pp | 69.5%-49.0pp |
| Annual return | 22.48% | 27.66%-5.2pp | 964.84%-942.4pp | 73.14%-50.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $838 | $2,696-68.9% | $3,609-76.8% | $3,332-74.9% |
| Admin fee / account holder | $47 | $3,585-98.7% | $4,906-99.0% | $4,645-99.0% |