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 | $387 | $67,823-99.4% | $52,425-99.3% | $137,256-99.7% |
| Participation rate | 61.1% | 63.9%-2.8pp | 55.6%+5.5pp | 80.0%-18.8pp |
| Annual return | 14.49% | 219.11%-204.6pp | 302.12%-287.6pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $560 | $2,288-75.5% | $1,790-68.7% | $6,407-91.3% |
| Admin fee / account holder | $42 | $2,844-98.5% | $2,495-98.3% | $12,270-99.7% |