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 | $4,196 | $81,460-94.8% | $103,333-95.9% | $80,856-94.8% |
| Participation rate | 51.7% | 66.8%-15.1pp | 74.5%-22.8pp | 67.6%-15.9pp |
| Annual return | 11.86% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $147 | $3,869-96.2% | $5,057-97.1% | $4,296-96.6% |
| Admin fee / account holder | $218 | $6,566-96.7% | $8,355-97.4% | $6,918-96.8% |