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 3-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 | $15,227 | $183,519-91.7% | $155,509-90.2% | $145,922-89.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 102.60% | 61.17%+41.4pp | 64.67%+37.9pp | 561.29%-458.7pp |
| Employer contribution / active EE | $336 | $5,313-93.7% | $4,672-92.8% | $4,660-92.8% |
| Participant deferral / active EE | $5,100 | $6,462-21.1% | $5,626-9.4% | $6,688-23.7% |
| Admin fee / account holder | $55 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |