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 9-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 | $3,792 | $73,981-94.9% | $105,722-96.4% | $62,891-94.0% |
| Participation rate | 14.3% | 71.7%-57.4pp | 78.9%-64.6pp | 69.3%-55.0pp |
| Annual return | 0.00% | 17.60%-17.6pp | 12.25%-12.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $551 | $4,038-86.3% | $5,326-89.6% | $3,203-82.8% |
| Admin fee / account holder | $149 | $5,976-97.5% | $8,308-98.2% | $4,296-96.5% |