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 | $12,836 | $61,605-79.2% | $112,229-88.6% | $75,163-82.9% |
| Participation rate | 35.9% | 61.7%-25.8pp | 72.4%-36.5pp | 67.2%-31.3pp |
| Annual return | 0.00% | 28.47%-28.5pp | 30.20%-30.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1 | $2,015-99.9% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,518 | $3,108-51.1% | $4,798-68.4% | $4,125-63.2% |
| Admin fee / account holder | $104 | $4,862-97.9% | $7,748-98.7% | $5,651-98.2% |