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 | $18,059 | $96,965-81.4% | $97,995-81.6% | $147,584-87.8% |
| Participation rate | 42.9% | 83.6%-40.8pp | 82.4%-39.5pp | 82.8%-40.0pp |
| Annual return | 27.91% | 24.11%+3.8pp | 23.94%+4.0pp | 578.55%-550.6pp |
| Employer contribution / active EE | $1,099 | $4,536-75.8% | $4,158-73.6% | $4,876-77.5% |
| Participant deferral / active EE | $3,627 | $5,081-28.6% | $5,097-28.8% | $5,439-33.3% |
| Admin fee / account holder | $144 | $8,120-98.2% | $5,943-97.6% | $10,885-98.7% |