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.
Employer 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 | $6,492 | $52,379-87.6% | $46,225-86.0% | $273,961-97.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.5%-29.5pp | 83.0%-33.0pp |
| Annual return | 0.00% | 7.23%-7.2pp | 7.57%-7.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $999 | $4,226-76.4% | $3,424-70.8% | $4,869-79.5% |
| Participant deferral / active EE | $1,664 | $4,660-64.3% | $3,776-55.9% | $5,287-68.5% |
| Admin fee / account holder | $40 | $4,652-99.1% | $3,519-98.9% | $10,132-99.6% |