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 5-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 | $14,448 | $142,344-89.8% | $119,609-87.9% | $134,475-89.3% |
| Participation rate | 41.7% | 82.8%-41.1pp | 79.3%-37.6pp | 81.2%-39.6pp |
| Annual return | 0.00% | -12.44%+12.4pp | -14.97%+15.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $882 | $5,222-83.1% | $4,232-79.2% | $4,740-81.4% |
| Participant deferral / active EE | $5,112 | $6,469-21.0% | $5,602-8.7% | $6,400-20.1% |
| Admin fee / account holder | $10 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |