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 6-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 | $16,317 | $102,317-84.1% | $146,958-88.9% | $80,856-79.8% |
| Participation rate | 44.4% | 75.8%-31.4pp | 82.2%-37.7pp | 67.6%-23.2pp |
| Annual return | 26.06% | 134.76%-108.7pp | 418.34%-392.3pp | 35.59%-9.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,949 | $6,644-70.7% | $8,070-75.8% | $4,296-54.6% |
| Admin fee / account holder | $282 | $7,941-96.5% | $12,998-97.8% | $6,918-95.9% |