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.
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 | $30,131 | $202,318-85.1% | $172,739-82.6% | $152,861-80.3% |
| Participation rate | 56.3% | 87.1%-30.8pp | 82.6%-26.4pp | 82.4%-26.2pp |
| Annual return | 30.51% | 1029.65%-999.1pp | 802.84%-772.3pp | 345.32%-314.8pp |
| Employer contribution / active EE | $1,142 | $5,856-80.5% | $5,143-77.8% | $4,762-76.0% |
| Participant deferral / active EE | $2,555 | $5,948-57.0% | $5,198-50.8% | $5,850-56.3% |
| Admin fee / account holder | $117 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |