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 3-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 | $6,415 | $111,535-94.2% | $105,223-93.9% | $137,256-95.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 18.03% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,404 | $3,939-64.4% | $3,689-61.9% | $4,156-66.2% |
| Participant deferral / active EE | $2,133 | $5,500-61.2% | $5,072-57.9% | $6,407-66.7% |
| Admin fee / account holder | $37 | $9,721-99.6% | $8,859-99.6% | $12,270-99.7% |