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.
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 | $16,929 | $155,788-89.1% | $124,672-86.4% | $167,490-89.9% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 15.64% | 17.97%-2.3pp | 5142.93%-5127.3pp | 478.56%-462.9pp |
| Employer contribution / active EE | $228 | $4,163-94.5% | $3,324-93.1% | $4,837-95.3% |
| Participant deferral / active EE | $2,483 | $5,673-56.2% | $4,614-46.2% | $6,341-60.8% |
| Admin fee / account holder | $135 | $9,531-98.6% | $7,493-98.2% | $12,309-98.9% |