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 | $19,365 | $81,460-76.2% | $103,333-81.3% | $80,856-76.1% |
| Participation rate | 46.2% | 66.8%-20.7pp | 74.5%-28.4pp | 67.6%-21.5pp |
| Annual return | 15.62% | 25.55%-9.9pp | 24.88%-9.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,563 | $3,105-49.7% | $3,868-59.6% | $2,755-43.3% |
| Participant deferral / active EE | $3,648 | $3,869-5.7% | $5,057-27.9% | $4,296-15.1% |
| Admin fee / account holder | $178 | $6,566-97.3% | $8,355-97.9% | $6,918-97.4% |