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 | $2,123 | $110,502-98.1% | $80,716-97.4% | $167,490-98.7% |
| Participation rate | 56.3% | 64.0%-7.7pp | 54.2%+2.1pp | 82.1%-25.9pp |
| Annual return | 50.36% | 120.54%-70.2pp | 87.28%-36.9pp | 478.56%-428.2pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,021 | $2,871-64.4% | $2,146-52.4% | $6,341-83.9% |
| Admin fee / account holder | $245 | $4,545-94.6% | $3,380-92.8% | $12,309-98.0% |