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 8-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.
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 | $24,477 | $91,552-73.3% | $133,956-81.7% | $79,858-69.3% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.6%-1.6pp |
| Annual return | 19.56% | 61.85%-42.3pp | 45.09%-25.5pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,477 | $2,384+3.9% | $3,919-36.8% | $2,471+0.2% |
| Participant deferral / active EE | $4,521 | $3,733+21.1% | $5,048-10.4% | $3,740+20.9% |
| Admin fee / account holder | $188 | $6,321-97.0% | $8,927-97.9% | $5,306-96.5% |