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 | $3,689 | $65,041-94.3% | $90,951-95.9% | $79,858-95.4% |
| Participation rate | 25.8% | 61.6%-35.8pp | 69.0%-43.2pp | 69.6%-43.8pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $341 | $1,247-72.7% | $2,122-83.9% | $2,471-86.2% |
| Participant deferral / active EE | $560 | $2,512-77.7% | $3,373-83.4% | $3,740-85.0% |
| Admin fee / account holder | $7 | $4,536-99.8% | $5,959-99.9% | $5,306-99.9% |