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 | $2,061 | $156,846-98.7% | $121,098-98.3% | $139,434-98.5% |
| Participation rate | 22.7% | 76.4%-53.7pp | 69.5%-46.8pp | 80.3%-57.6pp |
| Annual return | 48.59% | 1474.56%-1426.0pp | 985.75%-937.2pp | 372.94%-324.4pp |
| Employer contribution / active EE | $6 | $5,536-99.9% | $4,164-99.9% | $4,751-99.9% |
| Participant deferral / active EE | $452 | $4,844-90.7% | $4,080-88.9% | $6,710-93.3% |
| Admin fee / account holder | $6 | $6,946-99.9% | $5,644-99.9% | $11,403-99.9% |