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 | $2,727 | $99,079-97.2% | $77,999-96.5% | $273,961-99.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.5%-13.0pp | 83.0%-20.5pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.96%-426.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $228 | $3,308-93.1% | $2,470-90.8% | $4,869-95.3% |
| Participant deferral / active EE | $1,479 | $4,306-65.7% | $3,497-57.7% | $5,287-72.0% |
| Admin fee / account holder | $29 | $8,954-99.7% | $5,480-99.5% | $10,132-99.7% |