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.
Employer 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 | $24,531 | $202,318-87.9% | $172,739-85.8% | $152,861-84.0% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 20.25% | 1029.65%-1009.4pp | 802.84%-782.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,083 | $5,856-81.5% | $5,143-78.9% | $4,762-77.3% |
| Participant deferral / active EE | $3,736 | $5,948-37.2% | $5,198-28.1% | $5,850-36.1% |
| Admin fee / account holder | $181 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |