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 8-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 | $6,828 | $65,365-89.6% | $92,893-92.6% | $72,985-90.6% |
| Participation rate | 56.8% | 68.3%-11.6pp | 76.0%-19.2pp | 69.5%-12.7pp |
| Annual return | 26.35% | 42.10%-15.8pp | 109.41%-83.1pp | 81.00%-54.6pp |
| Employer contribution / active EE | $538 | $2,594-79.3% | $3,653-85.3% | $2,440-78.0% |
| Participant deferral / active EE | $1,554 | $3,128-50.3% | $4,236-63.3% | $3,607-56.9% |
| Admin fee / account holder | $23 | $4,251-99.5% | $5,794-99.6% | $5,124-99.5% |