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 4-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 | $13,409 | $65,246-79.4% | $98,716-86.4% | $67,986-80.3% |
| Participation rate | 47.7% | 51.4%-3.7pp | 69.3%-21.5pp | 57.2%-9.5pp |
| Annual return | 22.46% | 20.58%+1.9pp | 31.81%-9.3pp | 31.67%-9.2pp |
| Employer contribution / active EE | $955 | $1,042-8.4% | $2,279-58.1% | $2,019-52.7% |
| Participant deferral / active EE | $1,287 | $2,594-50.4% | $4,048-68.2% | $3,358-61.7% |
| Admin fee / account holder | $169 | $4,561-96.3% | $8,703-98.1% | $3,203-94.7% |