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 6-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 | $1,875 | $109,817-98.3% | $98,442-98.1% | $167,490-98.9% |
| Participation rate | 31.3% | 75.8%-44.6pp | 73.3%-42.1pp | 82.1%-50.9pp |
| Annual return | 58.03% | 1956.69%-1898.7pp | 1492.73%-1434.7pp | 478.56%-420.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $911 | $4,673-80.5% | $4,276-78.7% | $6,341-85.6% |
| Admin fee / account holder | $159 | $6,753-97.6% | $5,949-97.3% | $12,309-98.7% |