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 9-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 | $9,048 | $55,453-83.7% | $170,442-94.7% | $62,292-85.5% |
| Participation rate | 8.0% | 66.4%-58.4pp | 83.6%-75.6pp | 69.5%-61.5pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.93%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $229 | $2,164-89.4% | $5,433-95.8% | $2,042-88.8% |
| Participant deferral / active EE | $708 | $2,303-69.3% | $4,939-85.7% | $3,169-77.7% |
| Admin fee / account holder | $90 | $455-80.3% | $13,880-99.4% | $479-81.3% |