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.
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 | $15,503 | $93,571-83.4% | $135,903-88.6% | $75,163-79.4% |
| Participation rate | 64.1% | 75.2%-11.1pp | 81.9%-17.8pp | 67.2%-3.1pp |
| Annual return | 20.26% | 30.90%-10.6pp | 68.23%-48.0pp | 160.62%-140.4pp |
| Employer contribution / active EE | $735 | $3,537-79.2% | $4,856-84.9% | $2,670-72.5% |
| Participant deferral / active EE | $4,099 | $6,404-36.0% | $7,758-47.2% | $4,125-0.6% |
| Admin fee / account holder | $204 | $6,975-97.1% | $10,762-98.1% | $5,651-96.4% |