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 | $26,910 | $78,705-65.8% | $117,854-77.2% | $70,131-61.6% |
| Participation rate | 69.6% | 73.2%-3.6pp | 79.7%-10.1pp | 69.5%0pp |
| Annual return | 16.37% | 23.30%-6.9pp | 335.08%-318.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $964 | $2,223-56.6% | $3,786-74.5% | $2,342-58.8% |
| Participant deferral / active EE | $2,303 | $3,297-30.2% | $4,482-48.6% | $3,332-30.9% |
| Admin fee / account holder | $155 | $5,065-96.9% | $8,020-98.1% | $4,645-96.7% |