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 | $1,050 | $104,106-99.0% | $71,086-98.5% | $135,375-99.2% |
| Participation rate | 9.1% | 65.7%-56.6pp | 54.7%-45.6pp | 82.6%-73.5pp |
| Annual return | -2.15% | 1256.30%-1258.4pp | 650.59%-652.7pp | 519.73%-521.9pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $88 | $2,527-96.5% | $1,874-95.3% | $5,609-98.4% |
| Admin fee / account holder | $2 | $4,142-99.9% | $3,082-99.9% | $10,827-100.0% |