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.
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 | $11,687 | $171,865-93.2% | $149,718-92.2% | $147,584-92.1% |
| Participation rate | 55.0% | 88.2%-33.2pp | 87.1%-32.1pp | 82.8%-27.8pp |
| Annual return | 16.85% | 2113.22%-2096.4pp | 1501.63%-1484.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,015 | $7,271-86.0% | $6,569-84.5% | $5,439-81.3% |
| Admin fee / account holder | $187 | $13,799-98.6% | $11,283-98.3% | $10,885-98.3% |