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 5-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 | $4,583 | $79,944-94.3% | $98,439-95.3% | $75,163-93.9% |
| Participation rate | 37.0% | 70.4%-33.3pp | 75.2%-38.1pp | 67.2%-30.2pp |
| Annual return | 22.83% | 19.75%+3.1pp | 21.16%+1.7pp | 160.62%-137.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $688 | $3,752-81.7% | $4,738-85.5% | $4,125-83.3% |
| Admin fee / account holder | $197 | $6,840-97.1% | $8,948-97.8% | $5,651-96.5% |