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 4-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 | $4,433 | $70,587-93.7% | $124,672-96.4% | $85,850-94.8% |
| Participation rate | 26.0% | 64.4%-38.4pp | 74.6%-48.6pp | 69.3%-43.3pp |
| Annual return | 0.00% | 20688.83%-20688.8pp | 5142.93%-5142.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $499 | $1,913-73.9% | $3,324-85.0% | $2,565-80.5% |
| Participant deferral / active EE | $632 | $2,969-78.7% | $4,614-86.3% | $3,952-84.0% |
| Admin fee / account holder | $1 | $5,282-100.0% | $7,493-100.0% | $6,260-100.0% |