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 9-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 | $11,048 | $124,319-91.1% | $111,297-90.1% | $167,490-93.4% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 20.74% | 37.44%-16.7pp | 54.65%-33.9pp | 478.56%-457.8pp |
| Employer contribution / active EE | $647 | $3,435-81.2% | $2,731-76.3% | $4,837-86.6% |
| Participant deferral / active EE | $2,436 | $5,180-53.0% | $4,487-45.7% | $6,341-61.6% |
| Admin fee / account holder | $109 | $10,618-99.0% | $7,964-98.6% | $12,309-99.1% |