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 | $4,284 | $86,699-95.1% | $73,307-94.2% | $125,391-96.6% |
| Participation rate | 25.0% | 78.6%-53.6pp | 74.9%-49.9pp | 83.2%-58.2pp |
| Annual return | -3.08% | 2.78%-5.9pp | 5.67%-8.8pp | 282.22%-285.3pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $575 | $5,550-89.6% | $4,991-88.5% | $5,352-89.3% |
| Admin fee / account holder | $97 | $7,771-98.8% | $5,637-98.3% | $9,540-99.0% |