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 | $901 | $30,400-97.0% | $53,898-98.3% | $84,808-98.9% |
| Participation rate | 61.8% | 46.4%+15.4pp | 55.0%+6.9pp | 68.3%-6.5pp |
| Annual return | 172.77% | 500.19%-327.4pp | 528.60%-355.8pp | 40.90%+131.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $611 | $1,199-49.1% | $1,826-66.6% | $4,212-85.5% |
| Admin fee / account holder | $78 | $1,993-96.1% | $2,491-96.9% | $7,344-98.9% |