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 7-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 | $11,901 | $209,411-94.3% | $178,490-93.3% | $158,922-92.5% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 60.28% | 188.75%-128.5pp | 151.07%-90.8pp | 302.83%-242.5pp |
| Employer contribution / active EE | $443 | $5,706-92.2% | $5,011-91.2% | $4,761-90.7% |
| Participant deferral / active EE | $2,061 | $5,954-65.4% | $5,202-60.4% | $5,982-65.5% |
| Admin fee / account holder | $52 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |