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 | $3,344 | $201,259-98.3% | $184,200-98.2% | $145,959-97.7% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 10.84% | 28.98%-18.1pp | 28.80%-18.0pp | 561.95%-551.1pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $13 | $9,806-99.9% | $9,132-99.9% | $6,689-99.8% |
| Admin fee / account holder | $15 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |