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 | $3,565 | $57,281-93.8% | $86,612-95.9% | $75,163-95.3% |
| Participation rate | 42.6% | 63.2%-20.6pp | 71.7%-29.1pp | 67.2%-24.6pp |
| Annual return | 50.52% | 2670.75%-2620.2pp | 591.07%-540.5pp | 160.62%-110.1pp |
| Employer contribution / active EE | $224 | $2,314-90.3% | $3,022-92.6% | $2,670-91.6% |
| Participant deferral / active EE | $1,133 | $3,318-65.8% | $4,438-74.5% | $4,125-72.5% |
| Admin fee / account holder | $6 | $4,112-99.9% | $5,614-99.9% | $5,651-99.9% |