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 3-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 | $2,709 | $45,863-94.1% | $77,024-96.5% | $68,494-96.0% |
| Participation rate | 44.0% | 55.9%-11.9pp | 67.9%-23.9pp | 67.9%-23.9pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $572 | $1,650-65.3% | $2,812-79.7% | $2,596-78.0% |
| Participant deferral / active EE | $646 | $2,962-78.2% | $4,426-85.4% | $4,027-84.0% |
| Admin fee / account holder | $31 | $3,041-99.0% | $5,425-99.4% | $5,403-99.4% |