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 5-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 | $9,691 | $91,538-89.4% | $129,995-92.5% | $75,163-87.1% |
| Participation rate | 65.1% | 71.4%-6.4pp | 78.5%-13.4pp | 67.2%-2.1pp |
| Annual return | 21.45% | -631.11%+652.6pp | -137.18%+158.6pp | 160.62%-139.2pp |
| Employer contribution / active EE | $3,102 | $2,845+9.0% | $4,320-28.2% | $2,670+16.2% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $68 | $6,790-99.0% | $10,614-99.4% | $5,651-98.8% |