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.
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 | $1,506 | $57,016-97.4% | $84,966-98.2% | $80,856-98.1% |
| Participation rate | 69.2% | 56.3%+12.9pp | 67.5%+1.7pp | 67.6%+1.6pp |
| Annual return | 15.44% | 21.66%-6.2pp | 66.38%-50.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,329 | $3,110-57.3% | $4,519-70.6% | $4,296-69.1% |
| Admin fee / account holder | $107 | $4,980-97.9% | $6,149-98.3% | $6,918-98.5% |