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 3-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 | $757 | $31,310-97.6% | $53,898-98.6% | $74,304-99.0% |
| Participation rate | 43.0% | 30.7%+12.3pp | 55.0%-12.0pp | 60.3%-17.4pp |
| Annual return | 62.78% | 23.16%+39.6pp | 528.60%-465.8pp | 29.43%+33.3pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $312 | $934-66.6% | $1,826-82.9% | $3,767-91.7% |
| Admin fee / account holder | $83 | $2,175-96.2% | $2,491-96.7% | $2,969-97.2% |