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 9-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 | $10,633 | $85,790-87.6% | $67,313-84.2% | $135,375-92.1% |
| Participation rate | 55.0% | 76.5%-21.5pp | 69.1%-14.1pp | 82.6%-27.6pp |
| Annual return | 455.58% | -0.54%+456.1pp | -4.08%+459.7pp | 519.73%-64.2pp |
| Employer contribution / active EE | $132 | $3,487-96.2% | $2,566-94.8% | $4,779-97.2% |
| Participant deferral / active EE | $1,627 | $4,651-65.0% | $3,568-54.4% | $5,609-71.0% |
| Admin fee / account holder | $238 | $6,392-96.3% | $4,507-94.7% | $10,827-97.8% |