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 9-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.
Participant 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 | $29,621 | $209,411-85.9% | $178,490-83.4% | $158,922-81.4% |
| Participation rate | 64.7% | 86.3%-21.6pp | 81.9%-17.2pp | 82.0%-17.3pp |
| Annual return | 19.72% | 188.75%-169.0pp | 151.07%-131.4pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,219 | $5,706-78.6% | $5,011-75.7% | $4,761-74.4% |
| Participant deferral / active EE | $1,737 | $5,954-70.8% | $5,202-66.6% | $5,982-71.0% |
| Admin fee / account holder | $117 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |