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 | $10,814 | $127,100-91.5% | $105,738-89.8% | $135,375-92.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 76.3%-26.3pp | 82.6%-32.6pp |
| Annual return | -7.27% | 4.49%-11.8pp | 6.27%-13.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,810 | $5,064-64.3% | $4,080-55.6% | $5,609-67.7% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |