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 | $4,646 | $56,054-91.7% | $171,082-97.3% | $62,891-92.6% |
| Participation rate | 53.6% | 62.9%-9.3pp | 76.7%-23.1pp | 69.3%-15.7pp |
| Annual return | 12.71% | 22.52%-9.8pp | 32.56%-19.8pp | 20.14%-7.4pp |
| Employer contribution / active EE | $470 | $1,731-72.9% | $4,002-88.3% | $2,281-79.4% |
| Participant deferral / active EE | $1,199 | $3,158-62.0% | $4,797-75.0% | $3,203-62.6% |
| Admin fee / account holder | $177 | $3,647-95.2% | $8,520-97.9% | $4,296-95.9% |