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 | $4,936 | $32,037-84.6% | $69,182-92.9% | $62,891-92.2% |
| Participation rate | 32.1% | 43.4%-11.3pp | 55.1%-23.0pp | 69.3%-37.2pp |
| Annual return | 10.73% | 15.16%-4.4pp | -21.93%+32.7pp | 20.14%-9.4pp |
| Employer contribution / active EE | $291 | $679-57.1% | $1,206-75.8% | $2,281-87.2% |
| Participant deferral / active EE | $538 | $1,185-54.6% | $1,897-71.7% | $3,203-83.2% |
| Admin fee / account holder | $229 | $2,608-91.2% | $2,697-91.5% | $4,296-94.7% |