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 10-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.
Participant 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 | $18,591 | $77,813-76.1% | $123,544-85.0% | $64,186-71.0% |
| Participation rate | 24.1% | 74.7%-50.6pp | 82.3%-58.2pp | 69.6%-45.4pp |
| Annual return | -2.54% | 12.48%-15.0pp | 119.20%-121.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,657 | $5,240-68.4% | $6,426-74.2% | $3,470-52.2% |
| Admin fee / account holder | $147 | $5,519-97.3% | $9,284-98.4% | $4,888-97.0% |