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 5-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 | $12,425 | $78,926-84.3% | $136,749-90.9% | $84,808-85.3% |
| Participation rate | 34.6% | 62.2%-27.6pp | 72.1%-37.5pp | 68.3%-33.7pp |
| Annual return | 73.91% | 18.17%+55.7pp | 24.33%+49.6pp | 40.90%+33.0pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $811 | $3,168-74.4% | $4,692-82.7% | $4,212-80.7% |
| Admin fee / account holder | $82 | $6,369-98.7% | $11,386-99.3% | $7,344-98.9% |