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 6-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 | $12,815 | $124,425-89.7% | $112,040-88.6% | $137,256-90.7% |
| Participation rate | 57.9% | 79.3%-21.4pp | 76.5%-18.6pp | 80.0%-22.1pp |
| Annual return | 26.06% | 24.72%+1.3pp | 24.52%+1.5pp | 220.34%-194.3pp |
| Employer contribution / active EE | $527 | $3,411-84.6% | $2,954-82.2% | $4,156-87.3% |
| Participant deferral / active EE | $3,133 | $5,718-45.2% | $5,098-38.5% | $6,407-51.1% |
| Admin fee / account holder | $127 | $15,207-99.2% | $12,098-99.0% | $12,270-99.0% |