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 | $8,218 | $106,749-92.3% | $145,433-94.3% | $82,448-90.0% |
| Participation rate | 36.1% | 75.6%-39.5pp | 82.1%-46.0pp | 68.1%-32.0pp |
| Annual return | 19.72% | 27.59%-7.9pp | 66.58%-46.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $36 | $3,444-98.9% | $4,554-99.2% | $2,551-98.6% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $23 | $8,390-99.7% | $13,129-99.8% | $7,234-99.7% |