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 | $14,628 | $83,477-82.5% | $125,175-88.3% | $72,985-80.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 79.8%-79.8pp | 69.5%-69.5pp |
| Annual return | 20.27% | 25.78%-5.5pp | 43.79%-23.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $650 | $2,345-72.3% | $3,865-83.2% | $2,440-73.4% |
| Participant deferral / active EE | $1,701 | $3,585-52.6% | $4,937-65.5% | $3,607-52.9% |
| Admin fee / account holder | $180 | $5,517-96.7% | $9,702-98.1% | $5,124-96.5% |