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 5-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 | $3,833 | $70,756-94.6% | $65,493-94.1% | $142,382-97.3% |
| Participation rate | 61.1% | 77.4%-16.3pp | 73.1%-12.0pp | 80.1%-19.0pp |
| Annual return | 16.03% | 1754.89%-1738.9pp | 982.45%-966.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $836 | $4,637-82.0% | $3,961-78.9% | $6,507-87.2% |
| Admin fee / account holder | $47 | $6,559-99.3% | $5,028-99.1% | $12,624-99.6% |