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 | $747 | $149,040-99.5% | $120,225-99.4% | $137,256-99.5% |
| Participation rate | 59.1% | 75.4%-16.3pp | 69.6%-10.5pp | 80.0%-20.9pp |
| Annual return | 28.03% | 605.68%-577.7pp | 439.23%-411.2pp | 220.34%-192.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $553 | $4,655-88.1% | $3,999-86.2% | $6,407-91.4% |
| Admin fee / account holder | $2 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |