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 | $3,406 | $91,190-96.3% | $178,490-98.1% | $79,858-95.7% |
| Participation rate | 66.0% | 69.2%-3.2pp | 81.9%-15.9pp | 69.6%-3.6pp |
| Annual return | 28.51% | 24.19%+4.3pp | 151.07%-122.6pp | 31.71%-3.2pp |
| Employer contribution / active EE | $402 | $3,256-87.6% | $5,011-92.0% | $2,471-83.7% |
| Participant deferral / active EE | $869 | $3,236-73.1% | $5,202-83.3% | $3,740-76.8% |
| Admin fee / account holder | $198 | $6,751-97.1% | $13,984-98.6% | $5,306-96.3% |