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 4-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 | $1,728 | $156,846-98.9% | $121,098-98.6% | $139,434-98.8% |
| Participation rate | 63.2% | 76.4%-13.3pp | 69.5%-6.3pp | 80.3%-17.2pp |
| Annual return | 19.00% | 1474.56%-1455.6pp | 985.75%-966.8pp | 372.94%-353.9pp |
| Employer contribution / active EE | $595 | $5,536-89.3% | $4,164-85.7% | $4,751-87.5% |
| Participant deferral / active EE | $147 | $4,844-97.0% | $4,080-96.4% | $6,710-97.8% |
| Admin fee / account holder | $44 | $6,946-99.4% | $5,644-99.2% | $11,403-99.6% |