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 | $13,270 | $99,341-86.6% | $84,750-84.3% | $273,961-95.2% |
| Participation rate | 37.5% | 80.7%-43.2pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 11.28% | 22.93%-11.6pp | 22.78%-11.5pp | 41.45%-30.2pp |
| Employer contribution / active EE | $508 | $4,214-87.9% | $3,574-85.8% | $4,869-89.6% |
| Participant deferral / active EE | $1,769 | $4,269-58.6% | $3,712-52.3% | $5,287-66.5% |
| Admin fee / account holder | $125 | $6,644-98.1% | $5,332-97.7% | $10,132-98.8% |