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 4-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 | $11,348 | $154,117-92.6% | $129,995-91.3% | $139,434-91.9% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 75.71% | 32.48%+43.2pp | -137.18%+212.9pp | 372.94%-297.2pp |
| Employer contribution / active EE | $953 | $5,289-82.0% | $4,320-77.9% | $4,751-79.9% |
| Participant deferral / active EE | $2,024 | $6,710-69.8% | $5,820-65.2% | $6,710-69.8% |
| Admin fee / account holder | $118 | $14,007-99.2% | $10,614-98.9% | $11,403-99.0% |