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.
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 | $26,450 | $144,119-81.6% | $117,854-77.6% | $147,584-82.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 27.02% | 531.15%-504.1pp | 335.08%-308.1pp | 578.55%-551.5pp |
| Employer contribution / active EE | $576 | $4,896-88.2% | $3,786-84.8% | $4,876-88.2% |
| Participant deferral / active EE | $4,160 | $5,316-21.7% | $4,482-7.2% | $5,439-23.5% |
| Admin fee / account holder | $166 | $10,886-98.5% | $8,020-97.9% | $10,885-98.5% |