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 | $8,698 | $96,484-91.0% | $75,886-88.5% | $152,861-94.3% |
| Participation rate | 5.9% | 76.2%-70.3pp | 69.3%-63.4pp | 82.4%-76.6pp |
| Annual return | 20.31% | 33.98%-13.7pp | 30.76%-10.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $80 | $4,553-98.2% | $3,603-97.8% | $5,850-98.6% |
| Admin fee / account holder | $156 | $8,078-98.1% | $5,418-97.1% | $11,596-98.7% |