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.
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 | $9,883 | $111,724-91.2% | $93,606-89.4% | $145,922-93.2% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.1pp |
| Annual return | 10.32% | 202.98%-192.7pp | 133.20%-122.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $764 | $3,090-75.3% | $2,420-68.4% | $4,660-83.6% |
| Participant deferral / active EE | $1,075 | $4,912-78.1% | $4,411-75.6% | $6,688-83.9% |
| Admin fee / account holder | $63 | $10,250-99.4% | $8,285-99.2% | $13,397-99.5% |