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 10-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 | $25,818 | $183,963-86.0% | $162,163-84.1% | $152,861-83.1% |
| Participation rate | 53.8% | 88.5%-34.7pp | 87.6%-33.7pp | 82.4%-28.6pp |
| Annual return | 16.45% | 150.76%-134.3pp | 115.59%-99.1pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,681 | $6,371-73.6% | $5,614-70.1% | $4,762-64.7% |
| Participant deferral / active EE | $1,856 | $8,034-76.9% | $7,298-74.6% | $5,850-68.3% |
| Admin fee / account holder | $35 | $13,121-99.7% | $10,843-99.7% | $11,596-99.7% |