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 7-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 | $346 | $105,860-99.7% | $90,749-99.6% | $134,475-99.7% |
| Participation rate | 55.0% | 78.2%-23.2pp | 75.7%-20.7pp | 81.2%-26.2pp |
| Annual return | -19.68% | -11.01%-8.7pp | -12.16%-7.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $70 | $3,462-98.0% | $2,921-97.6% | $4,740-98.5% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $48 | $13,938-99.7% | $8,445-99.4% | $11,426-99.6% |