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 8-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 | $6,774 | $91,552-92.6% | $133,956-94.9% | $79,858-91.5% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.6%-7.1pp |
| Annual return | 12.49% | 61.85%-49.4pp | 45.09%-32.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $778 | $2,384-67.4% | $3,919-80.1% | $2,471-68.5% |
| Participant deferral / active EE | $1,240 | $3,733-66.8% | $5,048-75.4% | $3,740-66.8% |
| Admin fee / account holder | $293 | $6,321-95.4% | $8,927-96.7% | $5,306-94.5% |