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 | $7,905 | $65,561-87.9% | $86,188-90.8% | $75,163-89.5% |
| Participation rate | 34.6% | 60.5%-25.9pp | 69.0%-34.3pp | 67.2%-32.6pp |
| Annual return | 55.18% | 46.05%+9.1pp | 1168.45%-1113.3pp | 160.62%-105.4pp |
| Employer contribution / active EE | $877 | $1,553-43.5% | $2,380-63.1% | $2,670-67.1% |
| Participant deferral / active EE | $887 | $3,024-70.7% | $3,985-77.8% | $4,125-78.5% |
| Admin fee / account holder | $44 | $5,474-99.2% | $6,852-99.4% | $5,651-99.2% |