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 5-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 | $13,704 | $70,669-80.6% | $169,368-91.9% | $75,163-81.8% |
| Participation rate | 3.2% | 64.8%-61.6pp | 77.1%-73.9pp | 67.2%-64.0pp |
| Annual return | 21.54% | 36.36%-14.8pp | 405.60%-384.1pp | 160.62%-139.1pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $166 | $4,311-96.1% | $6,221-97.3% | $4,125-96.0% |
| Admin fee / account holder | $100 | $5,402-98.2% | $9,003-98.9% | $5,651-98.2% |