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 10-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 | $20,591 | $226,064-90.9% | $182,532-88.7% | $152,861-86.5% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.0%-38.0pp | 82.4%-42.4pp |
| Annual return | 24.28% | 192.51%-168.2pp | 148.54%-124.3pp | 345.32%-321.0pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,116 | $6,368-66.8% | $5,524-61.7% | $5,850-63.8% |
| Admin fee / account holder | $250 | $10,703-97.7% | $8,592-97.1% | $11,596-97.8% |