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 | $7,512 | $71,050-89.4% | $93,606-92.0% | $80,856-90.7% |
| Participation rate | 16.7% | 60.4%-43.7pp | 68.7%-52.1pp | 67.6%-51.0pp |
| Annual return | 21.04% | 11.26%+9.8pp | 133.20%-112.2pp | 35.59%-14.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,318 | $4,034-67.3% | $4,411-70.1% | $4,296-69.3% |
| Admin fee / account holder | $23 | $6,945-99.7% | $8,285-99.7% | $6,918-99.7% |