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 | $341 | $70,606-99.5% | $53,898-99.4% | $142,382-99.8% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 10.57% | 619.81%-609.2pp | 528.60%-518.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1 | $1,202-99.9% | $932-99.9% | $4,299-100.0% |
| Participant deferral / active EE | $300 | $2,364-87.3% | $1,826-83.6% | $6,507-95.4% |
| Admin fee / account holder | $133 | $2,852-95.3% | $2,491-94.7% | $12,624-98.9% |