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 8-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 | $29,900 | $209,411-85.7% | $178,490-83.2% | $158,922-81.2% |
| Participation rate | 47.1% | 86.3%-39.3pp | 81.9%-34.9pp | 82.0%-34.9pp |
| Annual return | 20.75% | 188.75%-168.0pp | 151.07%-130.3pp | 302.83%-282.1pp |
| Employer contribution / active EE | $965 | $5,706-83.1% | $5,011-80.7% | $4,761-79.7% |
| Participant deferral / active EE | $2,396 | $5,954-59.8% | $5,202-53.9% | $5,982-60.0% |
| Admin fee / account holder | $9 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |