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.
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 | $3,384 | $58,208-94.2% | $81,812-95.9% | $80,856-95.8% |
| Participation rate | 50.8% | 63.4%-12.6pp | 72.3%-21.5pp | 67.6%-16.8pp |
| Annual return | 18.05% | 41.66%-23.6pp | 773.79%-755.7pp | 35.59%-17.5pp |
| Employer contribution / active EE | $188 | $2,340-92.0% | $2,912-93.6% | $2,755-93.2% |
| Participant deferral / active EE | $829 | $3,281-74.7% | $4,319-80.8% | $4,296-80.7% |
| Admin fee / account holder | $74 | $4,981-98.5% | $7,386-99.0% | $6,918-98.9% |