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 | $4,916 | $35,183-86.0% | $73,545-93.3% | $70,131-93.0% |
| Participation rate | 8.3% | 42.9%-34.6pp | 54.9%-46.6pp | 69.5%-61.2pp |
| Annual return | 23.57% | 26.90%-3.3pp | -15.16%+38.7pp | 73.14%-49.6pp |
| Employer contribution / active EE | $97 | $709-86.3% | $1,219-92.0% | $2,342-95.9% |
| Participant deferral / active EE | $194 | $1,220-84.1% | $1,806-89.3% | $3,332-94.2% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |