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.
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 | $1,036 | $173,345-99.4% | $136,007-99.2% | $145,922-99.3% |
| Participation rate | 40.0% | 80.5%-40.5pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 0.00% | 1163.32%-1163.3pp | 579.32%-579.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $0 | $5,278-100.0% | $4,217-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $372 | $8,699-95.7% | $7,025-94.7% | $6,688-94.4% |
| Admin fee / account holder | $3 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |