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 8-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 | $6,144 | $109,817-94.4% | $98,442-93.8% | $167,490-96.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 15.19% | 1956.69%-1941.5pp | 1492.73%-1477.5pp | 478.56%-463.4pp |
| Employer contribution / active EE | $327 | $3,224-89.9% | $2,960-88.9% | $4,837-93.2% |
| Participant deferral / active EE | $491 | $4,673-89.5% | $4,276-88.5% | $6,341-92.3% |
| Admin fee / account holder | $24 | $6,753-99.6% | $5,949-99.6% | $12,309-99.8% |