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 3-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 | $3,096 | $77,899-96.0% | $149,673-97.9% | $75,163-95.9% |
| Participation rate | 54.3% | 65.6%-11.2pp | 78.8%-24.4pp | 67.2%-12.8pp |
| Annual return | 1227.11% | 31.72%+1195.4pp | 134.42%+1092.7pp | 160.62%+1066.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $970 | $3,411-71.6% | $5,680-82.9% | $4,125-76.5% |
| Admin fee / account holder | $103 | $5,956-98.3% | $13,210-99.2% | $5,651-98.2% |