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 | $6,013 | $96,305-93.8% | $80,569-92.5% | $139,434-95.7% |
| Participation rate | 58.3% | 73.6%-15.3pp | 67.0%-8.7pp | 80.3%-22.0pp |
| Annual return | 29.07% | 1350.08%-1321.0pp | 935.43%-906.4pp | 372.94%-343.9pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,140 | $5,232-59.1% | $4,447-51.9% | $6,710-68.1% |
| Admin fee / account holder | $123 | $6,599-98.1% | $5,377-97.7% | $11,403-98.9% |