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 3-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 | $16,662 | $62,127-73.2% | $81,382-79.5% | $74,495-77.6% |
| Participation rate | 23.3% | 64.0%-40.8pp | 69.5%-46.2pp | 67.2%-43.9pp |
| Annual return | 19.15% | 16.48%+2.7pp | 24.73%-5.6pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $563 | $1,882-70.1% | $2,463-77.1% | $2,623-78.5% |
| Participant deferral / active EE | $992 | $3,229-69.3% | $3,883-74.5% | $4,346-77.2% |
| Admin fee / account holder | $283 | $1,934-85.4% | $5,768-95.1% | $1,942-85.4% |