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.
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 | $3,605 | $65,041-94.5% | $90,951-96.0% | $79,858-95.5% |
| Participation rate | 62.9% | 61.6%+1.3pp | 69.0%-6.2pp | 69.6%-6.8pp |
| Annual return | 49.20% | 30.45%+18.8pp | 134.60%-85.4pp | 31.71%+17.5pp |
| Employer contribution / active EE | $623 | $1,247-50.0% | $2,122-70.6% | $2,471-74.8% |
| Participant deferral / active EE | $1,095 | $2,512-56.4% | $3,373-67.5% | $3,740-70.7% |
| Admin fee / account holder | $12 | $4,536-99.7% | $5,959-99.8% | $5,306-99.8% |