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 | $4,804 | $93,071-94.8% | $74,583-93.6% | $273,961-98.2% |
| Participation rate | 42.9% | 74.9%-32.1pp | 68.1%-25.3pp | 83.0%-40.2pp |
| Annual return | 39.47% | 26.18%+13.3pp | 20.47%+19.0pp | 41.45%-2.0pp |
| Employer contribution / active EE | $714 | $3,160-77.4% | $2,525-71.7% | $4,869-85.3% |
| Participant deferral / active EE | $893 | $4,160-78.5% | $3,458-74.2% | $5,287-83.1% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |