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 4-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 | $803 | $169,032-99.5% | $129,207-99.4% | $145,922-99.4% |
| Participation rate | 39.1% | 76.4%-37.3pp | 69.6%-30.5pp | 80.3%-41.1pp |
| Annual return | 16.64% | 14330.11%-14313.5pp | 9417.33%-9400.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $128 | $4,987-97.4% | $4,168-96.9% | $6,688-98.1% |
| Admin fee / account holder | $35 | $9,954-99.6% | $7,715-99.5% | $13,397-99.7% |