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 | $26,799 | $181,894-85.3% | $156,549-82.9% | $273,961-90.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 6.88% | 30.74%-23.9pp | 32.23%-25.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,066 | $6,248-82.9% | $5,501-80.6% | $4,869-78.1% |
| Participant deferral / active EE | $2,996 | $5,550-46.0% | $4,871-38.5% | $5,287-43.3% |
| Admin fee / account holder | $297 | $15,559-98.1% | $13,027-97.7% | $10,132-97.1% |