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 7-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 | $3,533 | $99,985-96.5% | $146,665-97.6% | $85,850-95.9% |
| Participation rate | 40.5% | 73.1%-32.5pp | 80.1%-39.5pp | 69.3%-28.8pp |
| Annual return | 15.47% | 18.93%-3.5pp | 22.74%-7.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $774 | $4,006-80.7% | $5,506-85.9% | $3,952-80.4% |
| Admin fee / account holder | $17 | $7,702-99.8% | $10,280-99.8% | $6,260-99.7% |