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 7-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.
Employer 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 | $882 | $33,067-97.3% | $76,523-98.8% | $56,287-98.4% |
| Participation rate | 63.2% | 55.4%+7.8pp | 68.0%-4.8pp | 69.9%-6.6pp |
| Annual return | 0.00% | 2.72%-2.7pp | -0.27%+0.3pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $918 | $2,240-59.0% | $3,835-76.1% | $3,350-72.6% |
| Admin fee / account holder | $20 | $537-96.3% | $4,848-99.6% | $521-96.1% |