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 3-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 | $4,671 | $49,173-90.5% | $121,098-96.1% | $75,163-93.8% |
| Participation rate | 19.2% | 55.4%-36.2pp | 69.5%-50.3pp | 67.2%-48.0pp |
| Annual return | 0.00% | 55.99%-56.0pp | 985.75%-985.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $4 | $1,546-99.7% | $4,164-99.9% | $2,670-99.8% |
| Participant deferral / active EE | $846 | $2,628-67.8% | $4,080-79.3% | $4,125-79.5% |
| Admin fee / account holder | $83 | $3,942-97.9% | $5,644-98.5% | $5,651-98.5% |