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 | $20,562 | $76,670-73.2% | $96,683-78.7% | $71,457-71.2% |
| Participation rate | 26.9% | 66.6%-39.7pp | 74.3%-47.4pp | 67.9%-41.0pp |
| Annual return | 19.13% | 48.29%-29.2pp | 35.69%-16.6pp | 28.85%-9.7pp |
| Employer contribution / active EE | $816 | $3,031-73.1% | $3,737-78.2% | $2,588-68.5% |
| Participant deferral / active EE | $1,642 | $3,771-56.5% | $4,878-66.3% | $4,289-61.7% |
| Admin fee / account holder | $148 | $2,028-92.7% | $6,730-97.8% | $1,587-90.7% |