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 | $17,425 | $86,929-80.0% | $102,423-83.0% | $80,856-78.4% |
| Participation rate | 41.9% | 72.4%-30.4pp | 76.5%-34.6pp | 67.6%-25.7pp |
| Annual return | 17.44% | 18.88%-1.4pp | 29.32%-11.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,206 | $4,118-22.2% | $5,053-36.5% | $4,296-25.4% |
| Admin fee / account holder | $27 | $8,049-99.7% | $9,451-99.7% | $6,918-99.6% |