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.
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 | $13,567 | $62,586-78.3% | $76,768-82.3% | $64,186-78.9% |
| Participation rate | 55.1% | 72.8%-17.7pp | 77.0%-21.9pp | 69.6%-14.5pp |
| Annual return | -5.69% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $582 | $1,832-68.3% | $2,485-76.6% | $2,381-75.6% |
| Participant deferral / active EE | $1,378 | $3,145-56.2% | $3,852-64.2% | $3,470-60.3% |
| Admin fee / account holder | $127 | $4,667-97.3% | $6,675-98.1% | $4,888-97.4% |