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 7-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 | $13,882 | $217,402-93.6% | $185,823-92.5% | $167,490-91.7% |
| Participation rate | 55.0% | 86.0%-31.0pp | 81.7%-26.7pp | 82.1%-27.1pp |
| Annual return | 36.73% | 148.36%-111.6pp | 122.05%-85.3pp | 478.56%-441.8pp |
| Employer contribution / active EE | $680 | $5,873-88.4% | $5,167-86.8% | $4,837-85.9% |
| Participant deferral / active EE | $2,850 | $6,356-55.2% | $5,568-48.8% | $6,341-55.1% |
| Admin fee / account holder | $231 | $19,811-98.8% | $16,237-98.6% | $12,309-98.1% |