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 | $4,970 | $215,361-97.7% | $171,082-97.1% | $273,961-98.2% |
| Participation rate | 37.5% | 82.0%-44.5pp | 76.7%-39.2pp | 83.0%-45.5pp |
| Annual return | 2.64% | 25.14%-22.5pp | 32.56%-29.9pp | 41.45%-38.8pp |
| Employer contribution / active EE | $2,675 | $4,967-46.1% | $4,002-33.2% | $4,869-45.1% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $62 | $10,846-99.4% | $8,520-99.3% | $10,132-99.4% |