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 | $16,146 | $165,335-90.2% | $149,696-89.2% | $158,922-89.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 21.38% | 348.15%-326.8pp | 276.60%-255.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $560 | $5,103-89.0% | $4,644-87.9% | $4,761-88.2% |
| Participant deferral / active EE | $6,516 | $7,181-9.3% | $6,842-4.8% | $5,982+8.9% |
| Admin fee / account holder | $70 | $10,807-99.4% | $9,309-99.2% | $11,246-99.4% |