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 3-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 | $6,511 | $49,173-86.8% | $121,098-94.6% | $75,163-91.3% |
| Participation rate | 3.3% | 55.4%-52.1pp | 69.5%-66.2pp | 67.2%-63.9pp |
| Annual return | 36.25% | 55.99%-19.7pp | 985.75%-949.5pp | 160.62%-124.4pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $124 | $2,628-95.3% | $4,080-97.0% | $4,125-97.0% |
| Admin fee / account holder | $17 | $3,942-99.6% | $5,644-99.7% | $5,651-99.7% |