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.
Employer 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 | $10,106 | $68,073-85.2% | $76,080-86.7% | $85,850-88.2% |
| Participation rate | 42.9% | 72.5%-29.7pp | 79.4%-36.6pp | 69.3%-26.5pp |
| Annual return | 0.00% | 19.42%-19.4pp | 42.50%-42.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $501 | $3,209-84.4% | $3,962-87.4% | $2,565-80.5% |
| Participant deferral / active EE | $4,311 | $3,799+13.5% | $4,905-12.1% | $3,952+9.1% |
| Admin fee / account holder | $176 | $3,422-94.9% | $4,883-96.4% | $6,260-97.2% |