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 | $13,503 | $76,552-82.4% | $123,892-89.1% | $62,891-78.5% |
| Participation rate | 69.4% | 73.0%-3.5pp | 81.4%-12.0pp | 69.3%+0.1pp |
| Annual return | 12.59% | 18.68%-6.1pp | 47.52%-34.9pp | 20.14%-7.6pp |
| Employer contribution / active EE | $1,577 | $2,883-45.3% | $4,617-65.8% | $2,281-30.9% |
| Participant deferral / active EE | $1,950 | $4,840-59.7% | $5,984-67.4% | $3,203-39.1% |
| Admin fee / account holder | $271 | $4,826-94.4% | $8,357-96.8% | $4,296-93.7% |