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 10-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 | $11,125 | $65,409-83.0% | $98,442-88.7% | $85,850-87.0% |
| Participation rate | 37.2% | 65.0%-27.8pp | 73.3%-36.1pp | 69.3%-32.1pp |
| Annual return | 17.44% | 21.76%-4.3pp | 1492.73%-1475.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $984 | $3,166-68.9% | $4,276-77.0% | $3,952-75.1% |
| Admin fee / account holder | $21 | $4,593-99.6% | $5,949-99.7% | $6,260-99.7% |