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 | $5,009 | $56,277-91.1% | $80,975-93.8% | $62,891-92.0% |
| Participation rate | 62.2% | 69.0%-6.8pp | 75.8%-13.7pp | 69.3%-7.1pp |
| Annual return | 39.78% | 22.12%+17.7pp | 17.10%+22.7pp | 20.14%+19.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,328 | $4,195-44.5% | $5,696-59.1% | $3,203-27.3% |
| Admin fee / account holder | $276 | $3,741-92.6% | $5,516-95.0% | $4,296-93.6% |