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 | $10,316 | $109,327-90.6% | $89,391-88.5% | $158,922-93.5% |
| Participation rate | 45.0% | 74.3%-29.3pp | 68.0%-23.0pp | 82.0%-37.0pp |
| Annual return | 18.11% | 345.68%-327.6pp | 245.62%-227.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,032 | $3,170-67.4% | $2,586-60.1% | $4,761-78.3% |
| Participant deferral / active EE | $1,522 | $4,598-66.9% | $3,890-60.9% | $5,982-74.6% |
| Admin fee / account holder | $210 | $6,153-96.6% | $4,881-95.7% | $11,246-98.1% |