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 3-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 | $5,071 | $106,584-95.2% | $101,326-95.0% | $142,382-96.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 81.5%-81.5pp | 80.1%-80.1pp |
| Annual return | 25.87% | 36.93%-11.1pp | 36.82%-10.9pp | 217.08%-191.2pp |
| Employer contribution / active EE | $1,621 | $3,956-59.0% | $3,665-55.8% | $4,299-62.3% |
| Participant deferral / active EE | $1,879 | $8,297-77.4% | $7,994-76.5% | $6,507-71.1% |
| Admin fee / account holder | $14 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |