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 | $26,609 | $71,516-62.8% | $98,439-73.0% | $71,457-62.8% |
| Participation rate | 28.3% | 72.7%-44.4pp | 75.2%-46.9pp | 67.9%-39.6pp |
| Annual return | 33.66% | 32.41%+1.3pp | 21.16%+12.5pp | 28.85%+4.8pp |
| Employer contribution / active EE | $904 | $2,399-62.3% | $3,048-70.3% | $2,588-65.1% |
| Participant deferral / active EE | $1,659 | $4,109-59.6% | $4,738-65.0% | $4,289-61.3% |
| Admin fee / account holder | $19 | $1,675-98.9% | $8,948-99.8% | $1,587-98.8% |