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 6-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 | $7,033 | $73,933-90.5% | $96,683-92.7% | $75,163-90.6% |
| Participation rate | 43.6% | 66.4%-22.8pp | 74.3%-30.8pp | 67.2%-23.6pp |
| Annual return | 21.58% | 26.70%-5.1pp | 35.69%-14.1pp | 160.62%-139.0pp |
| Employer contribution / active EE | $734 | $2,928-74.9% | $3,737-80.4% | $2,670-72.5% |
| Participant deferral / active EE | $947 | $3,659-74.1% | $4,878-80.6% | $4,125-77.0% |
| Admin fee / account holder | $81 | $5,216-98.4% | $6,730-98.8% | $5,651-98.6% |