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 | $4,926 | $96,635-94.9% | $86,612-94.3% | $139,434-96.5% |
| Participation rate | 65.0% | 74.4%-9.4pp | 71.7%-6.7pp | 80.3%-15.3pp |
| Annual return | 55.14% | 106.41%-51.3pp | 591.07%-535.9pp | 372.94%-317.8pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,812 | $4,836-41.8% | $4,438-36.6% | $6,710-58.1% |
| Admin fee / account holder | $233 | $6,408-96.4% | $5,614-95.8% | $11,403-98.0% |