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 | $6,695 | $54,762-87.8% | $90,281-92.6% | $72,985-90.8% |
| Participation rate | 16.0% | 65.1%-49.1pp | 73.3%-57.3pp | 69.5%-53.5pp |
| Annual return | 20.63% | 30.63%-10.0pp | 78.10%-57.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $252 | $2,887-91.3% | $3,885-93.5% | $3,607-93.0% |
| Admin fee / account holder | $223 | $3,972-94.4% | $5,351-95.8% | $5,124-95.6% |