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 7-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 | $6,537 | $65,409-90.0% | $98,442-93.4% | $85,850-92.4% |
| Participation rate | 48.5% | 65.0%-16.5pp | 73.3%-24.9pp | 69.3%-20.8pp |
| Annual return | 17.37% | 21.76%-4.4pp | 1492.73%-1475.4pp | 318.53%-301.2pp |
| Employer contribution / active EE | $580 | $2,168-73.2% | $2,960-80.4% | $2,565-77.4% |
| Participant deferral / active EE | $813 | $3,166-74.3% | $4,276-81.0% | $3,952-79.4% |
| Admin fee / account holder | $121 | $4,593-97.4% | $5,949-98.0% | $6,260-98.1% |