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 5-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 | $3,668 | $49,173-92.5% | $121,098-97.0% | $75,163-95.1% |
| Participation rate | 47.9% | 55.4%-7.5pp | 69.5%-21.6pp | 67.2%-19.3pp |
| Annual return | 26.24% | 55.99%-29.7pp | 985.75%-959.5pp | 160.62%-134.4pp |
| Employer contribution / active EE | $361 | $1,546-76.6% | $4,164-91.3% | $2,670-86.5% |
| Participant deferral / active EE | $439 | $2,628-83.3% | $4,080-89.2% | $4,125-89.4% |
| Admin fee / account holder | $5 | $3,942-99.9% | $5,644-99.9% | $5,651-99.9% |