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 5-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 | $3,855 | $152,509-97.5% | $117,472-96.7% | $134,475-97.1% |
| Participation rate | 21.1% | 77.1%-56.0pp | 70.6%-49.5pp | 81.2%-60.2pp |
| Annual return | -14.98% | 52.99%-68.0pp | 29.74%-44.7pp | 417.96%-432.9pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $412 | $4,818-91.4% | $4,070-89.9% | $6,400-93.6% |
| Admin fee / account holder | $50 | $7,004-99.3% | $5,645-99.1% | $11,426-99.6% |