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 | $20,396 | $105,181-80.6% | $159,436-87.2% | $85,850-76.2% |
| Participation rate | 51.6% | 75.8%-24.2pp | 82.8%-31.2pp | 69.3%-17.7pp |
| Annual return | 17.53% | 45.07%-27.5pp | 263.57%-246.0pp | 318.53%-301.0pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,019 | $5,945-66.0% | $7,352-72.5% | $3,952-48.9% |
| Admin fee / account holder | $20 | $6,933-99.7% | $10,799-99.8% | $6,260-99.7% |