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 | $4,635 | $93,346-95.0% | $71,796-93.5% | $273,961-98.3% |
| Participation rate | 44.4% | 76.5%-32.1pp | 69.1%-24.7pp | 83.0%-38.6pp |
| Annual return | 30.36% | 130.39%-100.0pp | 78.04%-47.7pp | 41.45%-11.1pp |
| Employer contribution / active EE | $692 | $2,733-74.7% | $1,924-64.1% | $4,869-85.8% |
| Participant deferral / active EE | $1,544 | $3,475-55.6% | $2,794-44.8% | $5,287-70.8% |
| Admin fee / account holder | $39 | $6,571-99.4% | $4,815-99.2% | $10,132-99.6% |