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 7-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 | $16,239 | $105,181-84.6% | $159,436-89.8% | $85,850-81.1% |
| Participation rate | 49.2% | 75.8%-26.6pp | 82.8%-33.7pp | 69.3%-20.2pp |
| Annual return | 79.75% | 45.07%+34.7pp | 263.57%-183.8pp | 318.53%-238.8pp |
| Employer contribution / active EE | $160 | $3,318-95.2% | $4,829-96.7% | $2,565-93.8% |
| Participant deferral / active EE | $3,603 | $5,945-39.4% | $7,352-51.0% | $3,952-8.8% |
| Admin fee / account holder | $218 | $6,933-96.9% | $10,799-98.0% | $6,260-96.5% |