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 | $10,591 | $102,547-89.7% | $78,210-86.5% | $147,584-92.8% |
| Participation rate | 12.5% | 74.4%-61.9pp | 68.7%-56.2pp | 82.8%-70.3pp |
| Annual return | 12.41% | 51.08%-38.7pp | 40.90%-28.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $162 | $2,617-93.8% | $2,034-92.0% | $4,876-96.7% |
| Participant deferral / active EE | $125 | $3,481-96.4% | $2,823-95.6% | $5,439-97.7% |
| Admin fee / account holder | $217 | $5,059-95.7% | $3,758-94.2% | $10,885-98.0% |