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 | $12,270 | $159,901-92.3% | $146,958-91.7% | $145,922-91.6% |
| Participation rate | 56.5% | 84.0%-27.5pp | 82.2%-25.6pp | 80.3%-23.8pp |
| Annual return | 27.97% | 98.13%-70.2pp | 418.34%-390.4pp | 561.29%-533.3pp |
| Employer contribution / active EE | $1,329 | $5,286-74.9% | $4,933-73.1% | $4,660-71.5% |
| Participant deferral / active EE | $1,558 | $8,428-81.5% | $8,070-80.7% | $6,688-76.7% |
| Admin fee / account holder | $87 | $15,044-99.4% | $12,998-99.3% | $13,397-99.4% |