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 4-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 | $6,871 | $65,561-89.5% | $86,188-92.0% | $75,163-90.9% |
| Participation rate | 42.9% | 60.5%-17.6pp | 69.0%-26.1pp | 67.2%-24.3pp |
| Annual return | 1755.05% | 46.05%+1709.0pp | 1168.45%+586.6pp | 160.62%+1594.4pp |
| Employer contribution / active EE | $82 | $1,553-94.7% | $2,380-96.6% | $2,670-96.9% |
| Participant deferral / active EE | $3,642 | $3,024+20.4% | $3,985-8.6% | $4,125-11.7% |
| Admin fee / account holder | $35 | $5,474-99.4% | $6,852-99.5% | $5,651-99.4% |