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 4-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.
Participant 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 | $1,361 | $51,638-97.4% | $68,368-98.0% | $82,448-98.3% |
| Participation rate | 11.4% | 63.6%-52.2pp | 73.8%-62.4pp | 68.1%-56.7pp |
| Annual return | 18.12% | 37.53%-19.4pp | 292.57%-274.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $55 | $2,914-98.1% | $4,123-98.7% | $4,139-98.7% |
| Admin fee / account holder | $7 | $4,643-99.8% | $5,150-99.9% | $7,234-99.9% |