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 9-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 | $15,412 | $115,770-86.7% | $101,248-84.8% | $158,922-90.3% |
| Participation rate | 41.7% | 79.4%-37.7pp | 75.8%-34.1pp | 82.0%-40.3pp |
| Annual return | 39.10% | 56.14%-17.0pp | 46.47%-7.4pp | 302.83%-263.7pp |
| Employer contribution / active EE | $730 | $4,175-82.5% | $3,660-80.1% | $4,761-84.7% |
| Participant deferral / active EE | $2,473 | $4,957-50.1% | $4,370-43.4% | $5,982-58.7% |
| Admin fee / account holder | $241 | $7,245-96.7% | $5,945-95.9% | $11,246-97.9% |