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 10-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 | $7,130 | $91,552-92.2% | $133,956-94.7% | $79,858-91.1% |
| Participation rate | 56.5% | 73.3%-16.8pp | 79.8%-23.3pp | 69.6%-13.1pp |
| Annual return | 13.65% | 61.85%-48.2pp | 45.09%-31.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,317 | $3,733-64.7% | $5,048-73.9% | $3,740-64.8% |
| Admin fee / account holder | $145 | $6,321-97.7% | $8,927-98.4% | $5,306-97.3% |