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 5-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 | $6,345 | $118,849-94.7% | $96,562-93.4% | $167,490-96.2% |
| Participation rate | 35.0% | 75.5%-40.5pp | 69.8%-34.8pp | 82.1%-47.1pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $304 | $3,120-90.2% | $2,356-87.1% | $4,837-93.7% |
| Participant deferral / active EE | $1,501 | $4,616-67.5% | $3,849-61.0% | $6,341-76.3% |
| Admin fee / account holder | $5 | $8,065-99.9% | $6,181-99.9% | $12,309-100.0% |