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 9-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 | $9,895 | $157,256-93.7% | $141,162-93.0% | $152,861-93.5% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.4%-28.6pp |
| Annual return | 30.68% | 64.32%-33.6pp | 71.39%-40.7pp | 345.32%-314.6pp |
| Employer contribution / active EE | $1,440 | $5,261-72.6% | $4,735-69.6% | $4,762-69.8% |
| Participant deferral / active EE | $1,750 | $7,109-75.4% | $6,709-73.9% | $5,850-70.1% |
| Admin fee / account holder | $110 | $12,120-99.1% | $10,261-98.9% | $11,596-99.0% |