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 | $2,898 | $88,751-96.7% | $81,812-96.5% | $145,922-98.0% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.3%-15.2pp | 80.3%-23.1pp |
| Annual return | 10.94% | 1025.40%-1014.5pp | 773.79%-762.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $720 | $3,083-76.7% | $2,912-75.3% | $4,660-84.6% |
| Participant deferral / active EE | $417 | $4,643-91.0% | $4,319-90.3% | $6,688-93.8% |
| Admin fee / account holder | $25 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |