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.
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 | $2,095 | $96,956-97.8% | $70,014-97.0% | $273,961-99.2% |
| Participation rate | 37.5% | 77.1%-39.6pp | 71.8%-34.3pp | 83.0%-45.5pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $32 | $3,316-99.0% | $2,338-98.6% | $4,869-99.3% |
| Participant deferral / active EE | $755 | $3,744-79.8% | $2,931-74.2% | $5,287-85.7% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |