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 | $11,853 | $97,757-87.9% | $83,848-85.9% | $135,375-91.2% |
| Participation rate | 30.0% | 80.0%-50.0pp | 76.1%-46.1pp | 82.6%-52.6pp |
| Annual return | -9.60% | 1287.37%-1297.0pp | 850.88%-860.5pp | 519.73%-529.3pp |
| Employer contribution / active EE | $658 | $4,222-84.4% | $3,631-81.9% | $4,779-86.2% |
| Participant deferral / active EE | $1,597 | $4,682-65.9% | $4,082-60.9% | $5,609-71.5% |
| Admin fee / account holder | $21 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |