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 10-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 | $24,745 | $69,977-64.6% | $108,579-77.2% | $62,891-60.7% |
| Participation rate | 61.8% | 72.9%-11.1pp | 79.6%-17.8pp | 69.3%-7.5pp |
| Annual return | 4.83% | 10.73%-5.9pp | -51.70%+56.5pp | 20.14%-15.3pp |
| Employer contribution / active EE | $710 | $2,135-66.8% | $3,758-81.1% | $2,281-68.9% |
| Participant deferral / active EE | $978 | $3,165-69.1% | $4,311-77.3% | $3,203-69.5% |
| Admin fee / account holder | $1 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |