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 | $2,845 | $69,207-95.9% | $64,056-95.6% | $139,434-98.0% |
| Participation rate | 55.6% | 75.6%-20.0pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | 42.12% | 45.88%-3.8pp | 33.69%+8.4pp | 372.94%-330.8pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $987 | $4,682-78.9% | $3,880-74.6% | $6,710-85.3% |
| Admin fee / account holder | $3 | $4,244-99.9% | $3,068-99.9% | $11,403-100.0% |