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 | $5,266 | $67,411-92.2% | $91,001-94.2% | $70,131-92.5% |
| Participation rate | 51.0% | 71.4%-20.3pp | 75.6%-24.6pp | 69.5%-18.5pp |
| Annual return | 31.83% | -40.16%+72.0pp | 4.60%+27.2pp | 73.14%-41.3pp |
| Employer contribution / active EE | $569 | $1,786-68.1% | $2,456-76.8% | $2,342-75.7% |
| Participant deferral / active EE | $1,026 | $2,823-63.7% | $3,547-71.1% | $3,332-69.2% |
| Admin fee / account holder | $55 | $4,236-98.7% | $5,417-99.0% | $4,645-98.8% |