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 | $1,739 | $27,915-93.8% | $58,482-97.0% | $75,163-97.7% |
| Participation rate | 63.0% | 38.8%+24.2pp | 50.9%+12.2pp | 67.2%-4.1pp |
| Annual return | 28.06% | 44.20%-16.1pp | 4239.32%-4211.3pp | 160.62%-132.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $717 | $1,201-40.3% | $1,924-62.7% | $4,125-82.6% |
| Admin fee / account holder | $9 | $1,726-99.5% | $2,516-99.6% | $5,651-99.8% |