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 | $16,366 | $77,503-78.9% | $100,391-83.7% | $80,856-79.8% |
| Participation rate | 21.4% | 76.9%-55.5pp | 81.5%-60.1pp | 67.6%-46.2pp |
| Annual return | 17.36% | 37.20%-19.8pp | 49.20%-31.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $600 | $2,801-78.6% | $3,942-84.8% | $2,755-78.2% |
| Participant deferral / active EE | $679 | $6,820-90.0% | $8,082-91.6% | $4,296-84.2% |
| Admin fee / account holder | $21 | $5,897-99.6% | $7,899-99.7% | $6,918-99.7% |