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 | $11,523 | $80,673-85.7% | $101,326-88.6% | $84,808-86.4% |
| Participation rate | 51.6% | 77.8%-26.2pp | 81.5%-29.9pp | 68.3%-16.7pp |
| Annual return | 595.60% | 38.95%+556.6pp | 36.82%+558.8pp | 40.90%+554.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,464 | $6,840-49.4% | $7,994-56.7% | $4,212-17.8% |
| Admin fee / account holder | $216 | $12,784-98.3% | $11,185-98.1% | $7,344-97.1% |