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 6-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 | $10,176 | $49,177-79.3% | $79,464-87.2% | $64,186-84.1% |
| Participation rate | 26.2% | 65.0%-38.9pp | 73.3%-47.2pp | 69.6%-43.4pp |
| Annual return | -7.34% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $313 | $2,076-84.9% | $2,800-88.8% | $2,381-86.9% |
| Participant deferral / active EE | $388 | $2,821-86.2% | $3,704-89.5% | $3,470-88.8% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |