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 6-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 | $9,203 | $185,200-95.0% | $142,863-93.6% | $167,490-94.5% |
| Participation rate | 0.0% | 78.4%-78.4pp | 71.9%-71.9pp | 82.1%-82.1pp |
| Annual return | 21.32% | 8555.70%-8534.4pp | 5637.54%-5616.2pp | 478.56%-457.2pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,973 | $4,494-56.1% | $3,837-48.6% | $6,341-68.9% |
| Admin fee / account holder | $189 | $8,031-97.6% | $6,560-97.1% | $12,309-98.5% |