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 5-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 | $2,280 | $62,573-96.4% | $85,682-97.3% | $85,850-97.3% |
| Participation rate | 55.2% | 61.1%-6.0pp | 69.9%-14.7pp | 69.3%-14.1pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $338 | $1,757-80.8% | $2,618-87.1% | $2,565-86.8% |
| Participant deferral / active EE | $885 | $2,802-68.4% | $3,923-77.4% | $3,952-77.6% |
| Admin fee / account holder | $1 | $4,640-100.0% | $6,873-100.0% | $6,260-100.0% |