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 | $4,656 | $158,398-97.1% | $126,539-96.3% | $142,382-96.7% |
| Participation rate | 47.1% | 75.8%-28.7pp | 69.8%-22.8pp | 80.1%-33.1pp |
| Annual return | 23.31% | 593.76%-570.4pp | 425.95%-402.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,013 | $4,767-78.7% | $4,083-75.2% | $6,507-84.4% |
| Admin fee / account holder | $23 | $6,918-99.7% | $6,065-99.6% | $12,624-99.8% |