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 | $1,878 | $58,208-96.8% | $81,812-97.7% | $80,856-97.7% |
| Participation rate | 68.8% | 63.4%+5.3pp | 72.3%-3.6pp | 67.6%+1.1pp |
| Annual return | 37.58% | 41.66%-4.1pp | 773.79%-736.2pp | 35.59%+2.0pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,262 | $3,281-61.5% | $4,319-70.8% | $4,296-70.6% |
| Admin fee / account holder | $62 | $4,981-98.8% | $7,386-99.2% | $6,918-99.1% |