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 | $2,418 | $58,208-95.8% | $81,812-97.0% | $80,856-97.0% |
| Participation rate | 41.7% | 63.4%-21.7pp | 72.3%-30.7pp | 67.6%-26.0pp |
| Annual return | 17.18% | 41.66%-24.5pp | 773.79%-756.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $817 | $3,281-75.1% | $4,319-81.1% | $4,296-81.0% |
| Admin fee / account holder | $11 | $4,981-99.8% | $7,386-99.9% | $6,918-99.8% |