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 3-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 | $7,076 | $77,896-90.9% | $134,172-94.7% | $82,448-91.4% |
| Participation rate | 20.0% | 62.8%-42.8pp | 72.5%-52.5pp | 68.1%-48.1pp |
| Annual return | 19.84% | 18.21%+1.6pp | 25.30%-5.5pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $523 | $3,162-83.5% | $4,690-88.9% | $4,139-87.4% |
| Admin fee / account holder | $114 | $6,336-98.2% | $12,016-99.1% | $7,234-98.4% |