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 10-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 | $11,126 | $65,041-82.9% | $90,951-87.8% | $79,858-86.1% |
| Participation rate | 23.4% | 61.6%-38.2pp | 69.0%-45.6pp | 69.6%-46.2pp |
| Annual return | 20.29% | 30.45%-10.2pp | 134.60%-114.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $226 | $2,512-91.0% | $3,373-93.3% | $3,740-93.9% |
| Admin fee / account holder | $241 | $4,536-94.7% | $5,959-96.0% | $5,306-95.5% |