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 | $21,198 | $112,096-81.1% | $95,952-77.9% | $158,922-86.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 15.88% | 171.09%-155.2pp | 91.61%-75.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $653 | $3,198-79.6% | $2,541-74.3% | $4,761-86.3% |
| Participant deferral / active EE | $1,483 | $4,784-69.0% | $4,167-64.4% | $5,982-75.2% |
| Admin fee / account holder | $145 | $10,130-98.6% | $6,795-97.9% | $11,246-98.7% |