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 | $3,196 | $91,190-96.5% | $178,490-98.2% | $79,858-96.0% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 26.22% | 24.19%+2.0pp | 151.07%-124.9pp | 31.71%-5.5pp |
| Employer contribution / active EE | $697 | $3,256-78.6% | $5,011-86.1% | $2,471-71.8% |
| Participant deferral / active EE | $478 | $3,236-85.2% | $5,202-90.8% | $3,740-87.2% |
| Admin fee / account holder | $17 | $6,751-99.7% | $13,984-99.9% | $5,306-99.7% |