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 | $1,035 | $30,400-96.6% | $53,898-98.1% | $84,808-98.8% |
| Participation rate | 51.5% | 46.4%+5.1pp | 55.0%-3.4pp | 68.3%-16.8pp |
| Annual return | 23.28% | 500.19%-476.9pp | 528.60%-505.3pp | 40.90%-17.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $379 | $1,199-68.4% | $1,826-79.2% | $4,212-91.0% |
| Admin fee / account holder | $8 | $1,993-99.6% | $2,491-99.7% | $7,344-99.9% |