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.
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 | $12,801 | $112,096-88.6% | $95,952-86.7% | $158,922-91.9% |
| Participation rate | 63.6% | 79.0%-15.3pp | 77.1%-13.4pp | 82.0%-18.3pp |
| Annual return | 10.90% | 171.09%-160.2pp | 91.61%-80.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $295 | $3,198-90.8% | $2,541-88.4% | $4,761-93.8% |
| Participant deferral / active EE | $1,994 | $4,784-58.3% | $4,167-52.1% | $5,982-66.7% |
| Admin fee / account holder | $262 | $10,130-97.4% | $6,795-96.1% | $11,246-97.7% |