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 | $9,932 | $53,127-81.3% | $86,590-88.5% | $70,131-85.8% |
| Participation rate | 34.5% | 65.3%-30.8pp | 73.5%-39.1pp | 69.5%-35.1pp |
| Annual return | 32.15% | 27.66%+4.5pp | 964.84%-932.7pp | 73.14%-41.0pp |
| Employer contribution / active EE | $672 | $2,068-67.5% | $2,839-76.3% | $2,342-71.3% |
| Participant deferral / active EE | $684 | $2,696-74.6% | $3,609-81.0% | $3,332-79.5% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |