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 | $6,235 | $84,233-92.6% | $170,442-96.3% | $70,131-91.1% |
| Participation rate | 58.6% | 70.8%-12.2pp | 83.6%-25.0pp | 69.5%-10.9pp |
| Annual return | 20.74% | 23.06%-2.3pp | 205.93%-185.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $488 | $3,387-85.6% | $5,433-91.0% | $2,342-79.2% |
| Participant deferral / active EE | $1,026 | $3,086-66.7% | $4,939-79.2% | $3,332-69.2% |
| Admin fee / account holder | $115 | $5,698-98.0% | $13,880-99.2% | $4,645-97.5% |