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 6-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 | $6,058 | $99,985-93.9% | $146,665-95.9% | $85,850-92.9% |
| Participation rate | 56.3% | 73.1%-16.8pp | 80.1%-23.8pp | 69.3%-13.1pp |
| Annual return | 13.62% | 18.93%-5.3pp | 22.74%-9.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,857 | $4,006-53.6% | $5,506-66.3% | $3,952-53.0% |
| Admin fee / account holder | $271 | $7,702-96.5% | $10,280-97.4% | $6,260-95.7% |