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 | $51,213 | $369,662-86.1% | $366,691-86.0% | $430,769-88.1% |
| Participation rate | 27.3% | 91.0%-63.7pp | 89.1%-61.8pp | 90.6%-63.3pp |
| Annual return | 9.38% | 4.14%+5.2pp | 4.33%+5.1pp | 10.77%-1.4pp |
| Employer contribution / active EE | $4,807 | $20,741-76.8% | $20,650-76.7% | $26,022-81.5% |
| Participant deferral / active EE | $2,907 | $11,019-73.6% | $10,692-72.8% | $6,968-58.3% |
| Admin fee / account holder | $0 | $28,289-100.0% | $27,257-100.0% | $18,309-100.0% |