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 9-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 | $13,826 | $198,466-93.0% | $170,442-91.9% | $147,584-90.6% |
| Participation rate | 61.5% | 88.0%-26.4pp | 83.6%-22.1pp | 82.8%-21.3pp |
| Annual return | 17.82% | 257.29%-239.5pp | 205.93%-188.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $5,548 | $6,184-10.3% | $5,433+2.1% | $4,876+13.8% |
| Participant deferral / active EE | $1,485 | $5,629-73.6% | $4,939-69.9% | $5,439-72.7% |
| Admin fee / account holder | $58 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |