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 | $14,577 | $162,781-91.0% | $133,956-89.1% | $158,922-90.8% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | 7.30% | 41.94%-34.6pp | 45.09%-37.8pp | 302.83%-295.5pp |
| Employer contribution / active EE | $1,124 | $4,975-77.4% | $3,919-71.3% | $4,761-76.4% |
| Participant deferral / active EE | $1,334 | $5,911-77.4% | $5,048-73.6% | $5,982-77.7% |
| Admin fee / account holder | $130 | $11,736-98.9% | $8,927-98.5% | $11,246-98.8% |