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 | $4,353 | $39,122-88.9% | $57,179-92.4% | $62,891-93.1% |
| Participation rate | 51.5% | 70.5%-19.0pp | 75.3%-23.8pp | 69.3%-17.8pp |
| Annual return | 11.70% | 9.23%+2.5pp | 14.59%-2.9pp | 20.14%-8.4pp |
| Employer contribution / active EE | $264 | $1,874-85.9% | $2,682-90.1% | $2,281-88.4% |
| Participant deferral / active EE | $999 | $2,374-57.9% | $3,096-67.7% | $3,203-68.8% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |