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 | $7,524 | $99,652-92.4% | $78,778-90.4% | $147,584-94.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 19.70% | 47.28%-27.6pp | 35.62%-15.9pp | 578.55%-558.8pp |
| Employer contribution / active EE | $526 | $2,796-81.2% | $1,986-73.5% | $4,876-89.2% |
| Participant deferral / active EE | $2,004 | $3,664-45.3% | $2,958-32.3% | $5,439-63.2% |
| Admin fee / account holder | $50 | $7,155-99.3% | $5,134-99.0% | $10,885-99.5% |