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 10-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 | $2,944 | $48,230-93.9% | $67,502-95.6% | $80,856-96.4% |
| Participation rate | 22.5% | 66.4%-43.9pp | 72.9%-50.4pp | 67.6%-45.1pp |
| Annual return | 11.33% | 18.28%-6.9pp | 3512.12%-3500.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $106 | $2,020-94.7% | $2,731-96.1% | $2,755-96.1% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $84 | $3,681-97.7% | $3,998-97.9% | $6,918-98.8% |