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 | $4,679 | $52,380-91.1% | $98,755-95.3% | $85,850-94.6% |
| Participation rate | 3.6% | 58.0%-54.4pp | 65.7%-62.2pp | 69.3%-65.7pp |
| Annual return | 13.56% | 25.82%-12.3pp | 49.91%-36.4pp | 318.53%-305.0pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,101-100.0% | $3,035-100.0% | $3,952-100.0% |
| Admin fee / account holder | $100 | $3,865-97.4% | $4,076-97.6% | $6,260-98.4% |