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 | $1,758 | $48,230-96.4% | $67,502-97.4% | $80,856-97.8% |
| Participation rate | 60.6% | 66.4%-5.8pp | 72.9%-12.3pp | 67.6%-7.0pp |
| Annual return | 62.11% | 18.28%+43.8pp | 3512.12%-3450.0pp | 35.59%+26.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,136 | $2,924-61.1% | $4,000-71.6% | $4,296-73.6% |
| Admin fee / account holder | $48 | $3,681-98.7% | $3,998-98.8% | $6,918-99.3% |