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 | $16,366 | $85,766-80.9% | $136,294-88.0% | $70,131-76.7% |
| Participation rate | 51.1% | 74.2%-23.0pp | 81.9%-30.8pp | 69.5%-18.4pp |
| Annual return | 24.08% | 31.45%-7.4pp | 5155.94%-5131.9pp | 73.14%-49.1pp |
| Employer contribution / active EE | $990 | $2,966-66.6% | $4,695-78.9% | $2,342-57.8% |
| Participant deferral / active EE | $1,855 | $5,051-63.3% | $6,247-70.3% | $3,332-44.3% |
| Admin fee / account holder | $37 | $5,420-99.3% | $9,243-99.6% | $4,645-99.2% |