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 9-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 | $5,894 | $190,805-96.9% | $159,960-96.3% | $134,475-95.6% |
| Participation rate | 0.0% | 81.9%-81.9pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -20.27% | 552.23%-572.5pp | 408.60%-428.9pp | 417.96%-438.2pp |
| Employer contribution / active EE | $5 | $4,995-99.9% | $4,226-99.9% | $4,740-99.9% |
| Participant deferral / active EE | $1,619 | $6,923-76.6% | $6,182-73.8% | $6,400-74.7% |
| Admin fee / account holder | $273 | $10,471-97.4% | $8,698-96.9% | $11,426-97.6% |