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 | $5,521 | $126,574-95.6% | $106,213-94.8% | $145,922-96.2% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 10.80% | 224.79%-214.0pp | 116.14%-105.3pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,594 | $3,730-57.3% | $3,171-49.7% | $4,660-65.8% |
| Participant deferral / active EE | $479 | $5,724-91.6% | $5,016-90.5% | $6,688-92.8% |
| Admin fee / account holder | $19 | $17,304-99.9% | $11,033-99.8% | $13,397-99.9% |