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 | $736 | $81,625-99.1% | $58,482-98.7% | $139,434-99.5% |
| Participation rate | 63.2% | 61.3%+1.8pp | 50.9%+12.3pp | 80.3%-17.2pp |
| Annual return | 16.05% | 7404.20%-7388.1pp | 4239.32%-4223.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $206 | $2,557-92.0% | $1,924-89.3% | $6,710-96.9% |
| Admin fee / account holder | $87 | $3,265-97.3% | $2,516-96.5% | $11,403-99.2% |