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 3-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 | $15,233 | $71,050-78.6% | $93,606-83.7% | $80,856-81.2% |
| Participation rate | 19.2% | 60.4%-41.2pp | 68.7%-49.5pp | 67.6%-48.4pp |
| Annual return | 14.74% | 11.26%+3.5pp | 133.20%-118.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $634 | $1,564-59.5% | $2,420-73.8% | $2,755-77.0% |
| Participant deferral / active EE | $577 | $4,034-85.7% | $4,411-86.9% | $4,296-86.6% |
| Admin fee / account holder | $84 | $6,945-98.8% | $8,285-99.0% | $6,918-98.8% |