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 | $13,221 | $56,054-76.4% | $171,082-92.3% | $62,891-79.0% |
| Participation rate | 56.5% | 62.9%-6.4pp | 76.7%-20.2pp | 69.3%-12.8pp |
| Annual return | 8.90% | 22.52%-13.6pp | 32.56%-23.7pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,088 | $1,731-37.1% | $4,002-72.8% | $2,281-52.3% |
| Participant deferral / active EE | $2,574 | $3,158-18.5% | $4,797-46.3% | $3,203-19.6% |
| Admin fee / account holder | $13 | $3,647-99.6% | $8,520-99.8% | $4,296-99.7% |