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 | $14,987 | $135,952-89.0% | $123,892-87.9% | $273,961-94.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 24.34% | 56.63%-32.3pp | 47.52%-23.2pp | 41.45%-17.1pp |
| Employer contribution / active EE | $693 | $5,170-86.6% | $4,617-85.0% | $4,869-85.8% |
| Participant deferral / active EE | $7,740 | $6,343+22.0% | $5,984+29.3% | $5,287+46.4% |
| Admin fee / account holder | $31 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |