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 | $29,319-96.5% | $52,425-98.0% | $82,448-98.7% |
| Participation rate | 51.5% | 46.9%+4.7pp | 55.6%-4.1pp | 68.1%-16.6pp |
| Annual return | 23.28% | 535.20%-511.9pp | 302.12%-278.8pp | 41.64%-18.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $379 | $1,171-67.6% | $1,790-78.8% | $4,139-90.8% |
| Admin fee / account holder | $8 | $1,962-99.6% | $2,495-99.7% | $7,234-99.9% |