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.
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 | $3,863 | $49,227-92.2% | $70,449-94.5% | $79,858-95.2% |
| Participation rate | 64.8% | 69.2%-4.4pp | 75.1%-10.2pp | 69.6%-4.8pp |
| Annual return | 12.85% | 30.06%-17.2pp | 109.03%-96.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $593 | $2,768-78.6% | $3,709-84.0% | $3,740-84.2% |
| Admin fee / account holder | $175 | $2,878-93.9% | $3,845-95.5% | $5,306-96.7% |