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 | $13,122 | $96,956-86.5% | $70,014-81.3% | $273,961-95.2% |
| Participation rate | 20.0% | 77.1%-57.1pp | 71.8%-51.8pp | 83.0%-63.0pp |
| Annual return | 9.87% | 12.93%-3.1pp | 12.99%-3.1pp | 41.45%-31.6pp |
| Employer contribution / active EE | $518 | $3,316-84.4% | $2,338-77.9% | $4,869-89.4% |
| Participant deferral / active EE | $643 | $3,744-82.8% | $2,931-78.1% | $5,287-87.8% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |