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 5-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 | $7,230 | $53,162-86.4% | $91,220-92.1% | $68,494-89.4% |
| Participation rate | 29.2% | 63.2%-34.0pp | 73.2%-44.0pp | 67.9%-38.7pp |
| Annual return | 86.13% | -3.14%+89.3pp | 114.01%-27.9pp | -7.84%+94.0pp |
| Employer contribution / active EE | $502 | $1,709-70.6% | $2,850-82.4% | $2,596-80.7% |
| Participant deferral / active EE | $654 | $2,974-78.0% | $4,234-84.6% | $4,027-83.8% |
| Admin fee / account holder | $205 | $4,493-95.4% | $5,420-96.2% | $5,403-96.2% |