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 | $10,020 | $106,515-90.6% | $96,683-89.6% | $139,434-92.8% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 18.90% | 38.43%-19.5pp | 35.69%-16.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,533 | $5,454-16.9% | $4,878-7.1% | $6,710-32.4% |
| Admin fee / account holder | $136 | $7,877-98.3% | $6,730-98.0% | $11,403-98.8% |