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 6-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 | $830 | $30,400-97.3% | $53,898-98.5% | $84,808-99.0% |
| Participation rate | 56.5% | 46.4%+10.0pp | 55.0%+1.5pp | 68.3%-11.9pp |
| Annual return | 20.45% | 500.19%-479.7pp | 528.60%-508.2pp | 40.90%-20.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $283 | $1,199-76.4% | $1,826-84.5% | $4,212-93.3% |
| Admin fee / account holder | $73 | $1,993-96.4% | $2,491-97.1% | $7,344-99.0% |