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 4-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 | $638 | $29,660-97.8% | $56,411-98.9% | $80,856-99.2% |
| Participation rate | 60.5% | 41.6%+18.9pp | 52.5%+8.1pp | 67.6%-7.1pp |
| Annual return | 18.43% | 35.23%-16.8pp | 1701.33%-1682.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $339 | $1,226-72.4% | $1,952-82.6% | $4,296-92.1% |
| Admin fee / account holder | $3 | $2,428-99.9% | $2,829-99.9% | $6,918-100.0% |