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 | $2,145 | $158,398-98.6% | $126,539-98.3% | $142,382-98.5% |
| Participation rate | 27.3% | 75.8%-48.5pp | 69.8%-42.5pp | 80.1%-52.8pp |
| Annual return | 21.63% | 593.76%-572.1pp | 425.95%-404.3pp | 217.08%-195.4pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $388 | $4,767-91.9% | $4,083-90.5% | $6,507-94.0% |
| Admin fee / account holder | $17 | $6,918-99.7% | $6,065-99.7% | $12,624-99.9% |