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 | $766 | $58,208-98.7% | $81,812-99.1% | $80,856-99.1% |
| Participation rate | 57.5% | 63.4%-5.9pp | 72.3%-14.8pp | 67.6%-10.1pp |
| Annual return | 11.80% | 41.66%-29.9pp | 773.79%-762.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $36 | $3,281-98.9% | $4,319-99.2% | $4,296-99.2% |
| Admin fee / account holder | $78 | $4,981-98.4% | $7,386-98.9% | $6,918-98.9% |