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 5-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 | $6,942 | $73,867-90.6% | $143,757-95.2% | $68,494-89.9% |
| Participation rate | 61.8% | 66.7%-4.8pp | 80.3%-18.5pp | 67.9%-6.1pp |
| Annual return | 6.61% | 1.01%+5.6pp | -0.04%+6.7pp | -7.84%+14.5pp |
| Employer contribution / active EE | $1,128 | $3,184-64.6% | $4,951-77.2% | $2,596-56.6% |
| Participant deferral / active EE | $2,493 | $3,384-26.3% | $5,637-55.8% | $4,027-38.1% |
| Admin fee / account holder | $73 | $5,755-98.7% | $14,673-99.5% | $5,403-98.7% |