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.
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 | $11,462 | $154,117-92.6% | $129,995-91.2% | $139,434-91.8% |
| Participation rate | 52.9% | 82.0%-29.0pp | 78.5%-25.5pp | 80.3%-27.4pp |
| Annual return | 23.03% | 32.48%-9.4pp | -137.18%+160.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $530 | $5,289-90.0% | $4,320-87.7% | $4,751-88.8% |
| Participant deferral / active EE | $2,238 | $6,710-66.7% | $5,820-61.6% | $6,710-66.7% |
| Admin fee / account holder | $172 | $14,007-98.8% | $10,614-98.4% | $11,403-98.5% |