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 10-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 | $9,763 | $49,173-80.1% | $121,098-91.9% | $75,163-87.0% |
| Participation rate | 25.0% | 55.4%-30.4pp | 69.5%-44.5pp | 67.2%-42.2pp |
| Annual return | 19.94% | 55.99%-36.1pp | 985.75%-965.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $971 | $2,628-63.0% | $4,080-76.2% | $4,125-76.5% |
| Admin fee / account holder | $160 | $3,942-95.9% | $5,644-97.2% | $5,651-97.2% |