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 8-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 | $3,645 | $68,097-94.6% | $62,929-94.2% | $137,256-97.3% |
| Participation rate | 43.5% | 77.4%-34.0pp | 73.1%-29.6pp | 80.0%-36.5pp |
| Annual return | 16.10% | 1859.11%-1843.0pp | 1063.93%-1047.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $366 | $2,811-87.0% | $2,505-85.4% | $4,156-91.2% |
| Participant deferral / active EE | $788 | $4,553-82.7% | $3,888-79.7% | $6,407-87.7% |
| Admin fee / account holder | $153 | $6,521-97.6% | $5,065-97.0% | $12,270-98.8% |