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 4-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 | $8,046 | $105,126-92.3% | $94,646-91.5% | $139,434-94.2% |
| Participation rate | 63.2% | 82.4%-19.2pp | 80.8%-17.7pp | 80.3%-17.2pp |
| Annual return | 60.51% | 38.03%+22.5pp | 156.71%-96.2pp | 372.94%-312.4pp |
| Employer contribution / active EE | $297 | $4,106-92.8% | $3,672-91.9% | $4,751-93.8% |
| Participant deferral / active EE | $3,836 | $7,599-49.5% | $7,418-48.3% | $6,710-42.8% |
| Admin fee / account holder | $30 | $8,984-99.7% | $7,231-99.6% | $11,403-99.7% |