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 | $2,680 | $43,423-93.8% | $78,689-96.6% | $55,167-95.1% |
| Participation rate | 39.8% | 68.0%-28.2pp | 73.6%-33.7pp | 69.0%-29.2pp |
| Annual return | 8.67% | 11.53%-2.9pp | 62.18%-53.5pp | 169.23%-160.6pp |
| Employer contribution / active EE | $168 | $1,997-91.6% | $2,851-94.1% | $1,963-91.4% |
| Participant deferral / active EE | $810 | $2,509-67.7% | $3,517-77.0% | $3,054-73.5% |
| Admin fee / account holder | $213 | $416-48.8% | $4,510-95.3% | $504-57.8% |