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 | $1,400 | $30,400-95.4% | $53,898-97.4% | $84,808-98.3% |
| Participation rate | 69.9% | 46.4%+23.4pp | 55.0%+14.9pp | 68.3%+1.6pp |
| Annual return | 23.90% | 500.19%-476.3pp | 528.60%-504.7pp | 40.90%-17.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $637 | $1,199-46.8% | $1,826-65.1% | $4,212-84.9% |
| Admin fee / account holder | $63 | $1,993-96.8% | $2,491-97.5% | $7,344-99.1% |