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 | $10,042 | $148,534-93.2% | $135,903-92.6% | $139,434-92.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 51.13% | 79.19%-28.1pp | 68.23%-17.1pp | 372.94%-321.8pp |
| Employer contribution / active EE | $1,886 | $5,243-64.0% | $4,856-61.2% | $4,751-60.3% |
| Participant deferral / active EE | $2,327 | $8,100-71.3% | $7,758-70.0% | $6,710-65.3% |
| Admin fee / account holder | $94 | $12,400-99.2% | $10,762-99.1% | $11,403-99.2% |