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 9-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 | $9,540 | $95,971-90.1% | $74,550-87.2% | $135,375-93.0% |
| Participation rate | 18.2% | 75.7%-57.5pp | 69.1%-51.0pp | 82.6%-64.5pp |
| Annual return | 3.62% | 56.96%-53.3pp | 32.53%-28.9pp | 519.73%-516.1pp |
| Employer contribution / active EE | $217 | $2,716-92.0% | $1,961-88.9% | $4,779-95.5% |
| Participant deferral / active EE | $2,325 | $3,843-39.5% | $3,108-25.2% | $5,609-58.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |