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 | $4,289 | $65,685-93.5% | $57,179-92.5% | $273,961-98.4% |
| Participation rate | 57.9% | 78.3%-20.4pp | 75.3%-17.4pp | 83.0%-25.1pp |
| Annual return | 4.13% | 21.99%-17.9pp | 14.59%-10.5pp | 41.45%-37.3pp |
| Employer contribution / active EE | $282 | $3,279-91.4% | $2,682-89.5% | $4,869-94.2% |
| Participant deferral / active EE | $376 | $3,782-90.1% | $3,096-87.9% | $5,287-92.9% |
| Admin fee / account holder | $253 | $4,835-94.8% | $3,139-91.9% | $10,132-97.5% |