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 | $6,945 | $49,280-85.9% | $67,313-89.7% | $64,186-89.2% |
| Participation rate | 3.0% | 60.8%-57.8pp | 69.1%-66.1pp | 69.6%-66.5pp |
| Annual return | -7.73% | -1.39%-6.3pp | -4.08%-3.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $194 | $2,484-92.2% | $3,568-94.6% | $3,470-94.4% |
| Admin fee / account holder | $132 | $3,863-96.6% | $4,507-97.1% | $4,888-97.3% |