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 | $10,911 | $48,076-77.3% | $78,689-86.1% | $62,891-82.7% |
| Participation rate | 24.4% | 65.2%-40.8pp | 73.6%-49.1pp | 69.3%-44.9pp |
| Annual return | 6.55% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $137 | $2,588-94.7% | $3,517-96.1% | $3,203-95.7% |
| Admin fee / account holder | $107 | $3,207-96.7% | $4,510-97.6% | $4,296-97.5% |