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 | $7,636 | $65,561-88.4% | $86,188-91.1% | $75,163-89.8% |
| Participation rate | 29.5% | 60.5%-30.9pp | 69.0%-39.4pp | 67.2%-37.6pp |
| Annual return | 26.69% | 46.05%-19.4pp | 1168.45%-1141.8pp | 160.62%-133.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,368 | $3,024-54.7% | $3,985-65.7% | $4,125-66.8% |
| Admin fee / account holder | $267 | $5,474-95.1% | $6,852-96.1% | $5,651-95.3% |