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 9-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 | $5,896 | $76,000-92.2% | $154,107-96.2% | $64,186-90.8% |
| Participation rate | 35.0% | 70.4%-35.4pp | 83.0%-48.0pp | 69.6%-34.6pp |
| Annual return | 139.65% | 30.32%+109.3pp | 735.12%-595.5pp | 7.63%+132.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,405 | $3,175-55.8% | $5,081-72.4% | $3,470-59.5% |
| Admin fee / account holder | $153 | $5,596-97.3% | $13,411-98.9% | $4,888-96.9% |