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 6-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 | $1,391 | $39,019-96.4% | $80,716-98.3% | $85,850-98.4% |
| Participation rate | 30.8% | 41.5%-10.8pp | 54.2%-23.4pp | 69.3%-38.5pp |
| Annual return | 18.43% | 26.27%-7.8pp | 87.28%-68.8pp | 318.53%-300.1pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $410 | $1,326-69.0% | $2,146-80.9% | $3,952-89.6% |
| Admin fee / account holder | $11 | $2,431-99.5% | $3,380-99.7% | $6,260-99.8% |