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 | $11,530 | $48,116-76.0% | $99,443-88.4% | $77,787-85.2% |
| Participation rate | 10.3% | 60.0%-49.6pp | 73.8%-63.5pp | 73.2%-62.9pp |
| Annual return | 0.00% | 23.23%-23.2pp | 30.72%-30.7pp | 32.57%-32.6pp |
| Employer contribution / active EE | $0 | $1,057-100.0% | $2,540-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $101 | $2,238-95.5% | $3,619-97.2% | $3,967-97.5% |
| Admin fee / account holder | $0 | $87-100.0% | $6,250-100.0% | $100-100.0% |