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 9-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 | $8,027 | $47,977-83.3% | $154,107-94.8% | $56,287-85.7% |
| Participation rate | 30.5% | 66.2%-35.7pp | 83.0%-52.6pp | 69.9%-39.4pp |
| Annual return | 100.90% | 3.54%+97.4pp | 735.12%-634.2pp | -9.96%+110.9pp |
| Employer contribution / active EE | $238 | $2,169-89.0% | $5,298-95.5% | $2,111-88.7% |
| Participant deferral / active EE | $945 | $2,392-60.5% | $5,081-81.4% | $3,350-71.8% |
| Admin fee / account holder | $176 | $438-59.9% | $13,411-98.7% | $521-66.2% |