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 | $13,779 | $110,257-87.5% | $96,544-85.7% | $139,434-90.1% |
| Participation rate | 54.5% | 78.1%-23.5pp | 76.0%-21.4pp | 80.3%-25.8pp |
| Annual return | 16.58% | 26.32%-9.7pp | 25.84%-9.3pp | 372.94%-356.4pp |
| Employer contribution / active EE | $995 | $3,620-72.5% | $2,965-66.4% | $4,751-79.1% |
| Participant deferral / active EE | $1,303 | $5,548-76.5% | $4,851-73.1% | $6,710-80.6% |
| Admin fee / account holder | $177 | $11,591-98.5% | $8,252-97.9% | $11,403-98.4% |