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 | $8,561 | $95,193-91.0% | $76,523-88.8% | $135,375-93.7% |
| Participation rate | 52.6% | 74.4%-21.8pp | 68.0%-15.4pp | 82.6%-30.0pp |
| Annual return | -3.63% | 4.85%-8.5pp | -0.27%-3.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $696 | $3,302-78.9% | $2,647-73.7% | $4,779-85.4% |
| Participant deferral / active EE | $1,131 | $4,639-75.6% | $3,835-70.5% | $5,609-79.8% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |