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.
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 | $10,015 | $90,503-88.9% | $78,689-87.3% | $273,961-96.3% |
| Participation rate | 55.0% | 76.5%-21.5pp | 73.6%-18.6pp | 83.0%-28.0pp |
| Annual return | 15.40% | 75.60%-60.2pp | 62.18%-46.8pp | 41.45%-26.1pp |
| Employer contribution / active EE | $911 | $3,176-71.3% | $2,851-68.0% | $4,869-81.3% |
| Participant deferral / active EE | $2,546 | $3,901-34.7% | $3,517-27.6% | $5,287-51.8% |
| Admin fee / account holder | $59 | $5,263-98.9% | $4,510-98.7% | $10,132-99.4% |