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 | $15,079 | $82,630-81.8% | $64,105-76.5% | $125,391-88.0% |
| Participation rate | 18.2% | 75.9%-57.7pp | 68.2%-50.0pp | 83.2%-65.0pp |
| Annual return | -0.21% | 1489.72%-1489.9pp | 791.24%-791.5pp | 282.22%-282.4pp |
| Employer contribution / active EE | $242 | $2,671-90.9% | $1,820-86.7% | $4,866-95.0% |
| Participant deferral / active EE | $1,267 | $3,608-64.9% | $2,822-55.1% | $5,352-76.3% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |