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 3-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 | $5,650 | $72,177-92.2% | $115,037-95.1% | $59,632-90.5% |
| Participation rate | 41.8% | 72.6%-30.7pp | 81.4%-39.5pp | 68.7%-26.9pp |
| Annual return | -1.31% | 12.02%-13.3pp | 26.14%-27.5pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $138 | $2,841-95.1% | $4,608-97.0% | $2,203-93.7% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $192 | $4,927-96.1% | $8,175-97.6% | $4,297-95.5% |