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 | $4,851 | $35,183-86.2% | $73,545-93.4% | $70,131-93.1% |
| Participation rate | 10.9% | 42.9%-32.1pp | 54.9%-44.1pp | 69.5%-58.7pp |
| Annual return | 23.40% | 26.90%-3.5pp | -15.16%+38.6pp | 73.14%-49.7pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $257 | $1,220-78.9% | $1,806-85.8% | $3,332-92.3% |
| Admin fee / account holder | $50 | $2,302-97.8% | $2,320-97.9% | $4,645-98.9% |