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 | $7,112 | $157,256-95.5% | $141,162-95.0% | $152,861-95.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 94.30% | 64.32%+30.0pp | 71.39%+22.9pp | 345.32%-251.0pp |
| Employer contribution / active EE | $1,950 | $5,261-62.9% | $4,735-58.8% | $4,762-59.0% |
| Participant deferral / active EE | $1,950 | $7,109-72.6% | $6,709-70.9% | $5,850-66.7% |
| Admin fee / account holder | $13 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |