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 | $21,695 | $78,705-72.4% | $117,854-81.6% | $70,131-69.1% |
| Participation rate | 29.7% | 73.2%-43.5pp | 79.7%-49.9pp | 69.5%-39.8pp |
| Annual return | 22.35% | 23.30%-0.9pp | 335.08%-312.7pp | 73.14%-50.8pp |
| Employer contribution / active EE | $870 | $2,223-60.9% | $3,786-77.0% | $2,342-62.9% |
| Participant deferral / active EE | $1,458 | $3,297-55.8% | $4,482-67.5% | $3,332-56.2% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |