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 | $13,872 | $63,346-78.1% | $92,233-85.0% | $70,131-80.2% |
| Participation rate | 37.2% | 68.7%-31.5pp | 76.5%-39.3pp | 69.5%-32.3pp |
| Annual return | 17.91% | 530.12%-512.2pp | 176.28%-158.4pp | 73.14%-55.2pp |
| Employer contribution / active EE | $666 | $2,471-73.0% | $3,679-81.9% | $2,342-71.5% |
| Participant deferral / active EE | $1,137 | $2,854-60.2% | $3,897-70.8% | $3,332-65.9% |
| Admin fee / account holder | $171 | $3,840-95.6% | $5,194-96.7% | $4,645-96.3% |