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 | $3,696 | $91,190-95.9% | $178,490-97.9% | $79,858-95.4% |
| Participation rate | 17.6% | 69.2%-51.6pp | 81.9%-64.3pp | 69.6%-52.0pp |
| Annual return | 15.18% | 24.19%-9.0pp | 151.07%-135.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $275 | $3,236-91.5% | $5,202-94.7% | $3,740-92.7% |
| Admin fee / account holder | $167 | $6,751-97.5% | $13,984-98.8% | $5,306-96.9% |