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 | $5,232 | $124,281-95.8% | $109,143-95.2% | $167,490-96.9% |
| Participation rate | 54.2% | 79.4%-25.3pp | 75.9%-21.7pp | 82.1%-27.9pp |
| Annual return | 13.04% | 26.04%-13.0pp | 25.75%-12.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $459 | $5,255-91.3% | $4,653-90.1% | $6,341-92.8% |
| Admin fee / account holder | $262 | $7,970-96.7% | $6,752-96.1% | $12,309-97.9% |