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 | $17,404 | $54,541-68.1% | $78,778-77.9% | $70,131-75.2% |
| Participation rate | 31.0% | 60.8%-29.8pp | 69.2%-38.2pp | 69.5%-38.5pp |
| Annual return | 19.64% | 21.07%-1.4pp | 35.62%-16.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $305 | $1,089-72.0% | $1,986-84.7% | $2,342-87.0% |
| Participant deferral / active EE | $994 | $2,210-55.0% | $2,958-66.4% | $3,332-70.2% |
| Admin fee / account holder | $5 | $3,709-99.9% | $5,134-99.9% | $4,645-99.9% |