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 | $980 | $32,117-96.9% | $71,086-98.6% | $64,186-98.5% |
| Participation rate | 24.6% | 42.7%-18.1pp | 54.7%-30.1pp | 69.6%-45.0pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $117 | $712-83.5% | $1,088-89.2% | $2,381-95.1% |
| Participant deferral / active EE | $146 | $1,263-88.4% | $1,874-92.2% | $3,470-95.8% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |