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 | $7,276 | $124,319-94.1% | $111,297-93.5% | $167,490-95.7% |
| Participation rate | 36.4% | 79.6%-43.3pp | 77.3%-40.9pp | 82.1%-45.7pp |
| Annual return | 64.87% | 37.44%+27.4pp | 54.65%+10.2pp | 478.56%-413.7pp |
| Employer contribution / active EE | $257 | $3,435-92.5% | $2,731-90.6% | $4,837-94.7% |
| Participant deferral / active EE | $1,964 | $5,180-62.1% | $4,487-56.2% | $6,341-69.0% |
| Admin fee / account holder | $6 | $10,618-99.9% | $7,964-99.9% | $12,309-100.0% |