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 3-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 | $14,768 | $67,984-78.3% | $65,493-77.5% | $74,304-80.1% |
| Participation rate | 30.9% | 66.3%-35.5pp | 73.1%-42.2pp | 60.3%-29.5pp |
| Annual return | 22.89% | 19.87%+3.0pp | 982.45%-959.6pp | 29.43%-6.5pp |
| Employer contribution / active EE | $418 | $2,491-83.2% | $2,574-83.8% | $2,241-81.4% |
| Participant deferral / active EE | $1,146 | $3,346-65.8% | $3,961-71.1% | $3,767-69.6% |
| Admin fee / account holder | $264 | $1,373-80.8% | $5,028-94.7% | $2,969-91.1% |