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 | $4,055 | $54,762-92.6% | $90,281-95.5% | $72,985-94.4% |
| Participation rate | 39.1% | 65.1%-26.0pp | 73.3%-34.1pp | 69.5%-30.4pp |
| Annual return | 125.34% | 30.63%+94.7pp | 78.10%+47.2pp | 81.00%+44.3pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,458 | $2,887-49.5% | $3,885-62.5% | $3,607-59.6% |
| Admin fee / account holder | $16 | $3,972-99.6% | $5,351-99.7% | $5,124-99.7% |