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 | $2,492 | $108,642-97.7% | $74,701-96.7% | $152,861-98.4% |
| Participation rate | 18.2% | 65.3%-47.2pp | 54.5%-36.3pp | 82.4%-64.3pp |
| Annual return | 26.86% | 114.06%-87.2pp | 752.92%-726.1pp | 345.32%-318.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $437 | $2,712-83.9% | $1,964-77.7% | $5,850-92.5% |
| Admin fee / account holder | $2 | $4,902-100.0% | $3,333-99.9% | $11,596-100.0% |