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 4-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 | $7,171 | $109,413-93.4% | $156,263-95.4% | $84,808-91.5% |
| Participation rate | 67.4% | 72.7%-5.2pp | 78.9%-11.5pp | 68.3%-0.9pp |
| Annual return | 22.06% | 20.18%+1.9pp | 59.47%-37.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,695 | $4,590+2.3% | $6,158-23.8% | $4,212+11.5% |
| Admin fee / account holder | $188 | $9,357-98.0% | $14,255-98.7% | $7,344-97.4% |