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 | $8,274 | $48,364-82.9% | $71,796-88.5% | $62,891-86.8% |
| Participation rate | 41.7% | 60.6%-19.0pp | 69.1%-27.4pp | 69.3%-27.6pp |
| Annual return | 9.22% | 13.16%-3.9pp | 78.04%-68.8pp | 20.14%-10.9pp |
| Employer contribution / active EE | $228 | $1,042-78.1% | $1,924-88.2% | $2,281-90.0% |
| Participant deferral / active EE | $1,666 | $2,091-20.3% | $2,794-40.4% | $3,203-48.0% |
| Admin fee / account holder | $272 | $3,771-92.8% | $4,815-94.4% | $4,296-93.7% |