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 4-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 | $4,572 | $50,982-91.0% | $154,803-97.0% | $85,563-94.7% |
| Participation rate | 1.1% | 59.8%-58.6pp | 78.1%-76.9pp | 66.0%-64.8pp |
| Annual return | 15.70% | 30.35%-14.7pp | 58.88%-43.2pp | 31.51%-15.8pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $16 | $2,474-99.4% | $5,540-99.7% | $4,375-99.6% |
| Admin fee / account holder | $148 | $846-82.5% | $14,329-99.0% | $834-82.2% |