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 | $5,735 | $52,279-89.0% | $89,391-93.6% | $79,858-92.8% |
| Participation rate | 41.9% | 57.5%-15.6pp | 68.0%-26.0pp | 69.6%-27.7pp |
| Annual return | 20.89% | 22.16%-1.3pp | 245.62%-224.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $725 | $2,740-73.5% | $3,890-81.4% | $3,740-80.6% |
| Admin fee / account holder | $228 | $3,356-93.2% | $4,881-95.3% | $5,306-95.7% |