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 | $9,597 | $114,047-91.6% | $96,139-90.0% | $167,490-94.3% |
| Participation rate | 46.2% | 75.1%-28.9pp | 68.4%-22.3pp | 82.1%-36.0pp |
| Annual return | 12.32% | 189.88%-177.6pp | 191.94%-179.6pp | 478.56%-466.2pp |
| Employer contribution / active EE | $200 | $3,427-94.2% | $2,797-92.8% | $4,837-95.9% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $281 | $6,897-95.9% | $5,537-94.9% | $12,309-97.7% |