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 | $5,300 | $106,543-95.0% | $91,220-94.2% | $134,475-96.1% |
| Participation rate | 21.1% | 76.8%-55.8pp | 73.2%-52.1pp | 81.2%-60.2pp |
| Annual return | 3.42% | 160.60%-157.2pp | 114.01%-110.6pp | 417.96%-414.5pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $819 | $4,719-82.6% | $4,234-80.6% | $6,400-87.2% |
| Admin fee / account holder | $5 | $6,231-99.9% | $5,420-99.9% | $11,426-100.0% |