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 5-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.
Employer 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 | $6,594 | $95,416-93.1% | $185,823-96.5% | $85,850-92.3% |
| Participation rate | 37.5% | 68.8%-31.3pp | 81.7%-44.2pp | 69.3%-31.8pp |
| Annual return | 40.54% | 23.59%+17.0pp | 122.05%-81.5pp | 318.53%-278.0pp |
| Employer contribution / active EE | $34 | $3,314-99.0% | $5,167-99.3% | $2,565-98.7% |
| Participant deferral / active EE | $1,728 | $3,423-49.5% | $5,568-69.0% | $3,952-56.3% |
| Admin fee / account holder | $32 | $7,213-99.6% | $16,237-99.8% | $6,260-99.5% |