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 | $6,210 | $77,634-92.0% | $156,549-96.0% | $62,891-90.1% |
| Participation rate | 31.3% | 71.2%-40.0pp | 84.0%-52.8pp | 69.3%-38.1pp |
| Annual return | 5.16% | 50.32%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $910 | $3,045-70.1% | $4,871-81.3% | $3,203-71.6% |
| Admin fee / account holder | $236 | $5,561-95.8% | $13,027-98.2% | $4,296-94.5% |