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.
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 | $12,921 | $80,673-84.0% | $101,326-87.2% | $84,808-84.8% |
| Participation rate | 53.3% | 77.8%-24.4pp | 81.5%-28.2pp | 68.3%-15.0pp |
| Annual return | 19.38% | 38.95%-19.6pp | 36.82%-17.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $466 | $2,698-82.7% | $3,665-87.3% | $2,631-82.3% |
| Participant deferral / active EE | $703 | $6,840-89.7% | $7,994-91.2% | $4,212-83.3% |
| Admin fee / account holder | $244 | $12,784-98.1% | $11,185-97.8% | $7,344-96.7% |