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.
Participant 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 | $6,895 | $150,440-95.4% | $136,294-94.9% | $147,584-95.3% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 23.17% | 1049.08%-1025.9pp | 5155.94%-5132.8pp | 578.55%-555.4pp |
| Employer contribution / active EE | $1,242 | $5,256-76.4% | $4,695-73.5% | $4,876-74.5% |
| Participant deferral / active EE | $1,292 | $6,630-80.5% | $6,247-79.3% | $5,439-76.2% |
| Admin fee / account holder | $57 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |