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 | $15,027 | $107,791-86.1% | $90,645-83.4% | $135,375-88.9% |
| Participation rate | 68.4% | 78.0%-9.6pp | 74.0%-5.6pp | 82.6%-14.2pp |
| Annual return | -1.09% | -0.90%-0.2pp | 1.88%-3.0pp | 519.73%-520.8pp |
| Employer contribution / active EE | $456 | $3,018-84.9% | $2,532-82.0% | $4,779-90.4% |
| Participant deferral / active EE | $435 | $3,872-88.8% | $3,425-87.3% | $5,609-92.2% |
| Admin fee / account holder | $111 | $5,930-98.1% | $4,994-97.8% | $10,827-99.0% |