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 10-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 | $7,243 | $60,124-88.0% | $90,404-92.0% | $79,858-90.9% |
| Participation rate | 61.5% | 65.0%-3.4pp | 72.7%-11.1pp | 69.6%-8.1pp |
| Annual return | 20.68% | 71.94%-51.3pp | 1293.02%-1272.3pp | 31.71%-11.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,008 | $2,938-31.6% | $3,963-49.3% | $3,740-46.3% |
| Admin fee / account holder | $35 | $3,976-99.1% | $5,611-99.4% | $5,306-99.3% |