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 | $7,219 | $90,503-92.0% | $78,689-90.8% | $273,961-97.4% |
| Participation rate | 44.4% | 76.5%-32.1pp | 73.6%-29.1pp | 83.0%-38.6pp |
| Annual return | 12.42% | 75.60%-63.2pp | 62.18%-49.8pp | 41.45%-29.0pp |
| Employer contribution / active EE | $859 | $3,176-73.0% | $2,851-69.9% | $4,869-82.4% |
| Participant deferral / active EE | $1,144 | $3,901-70.7% | $3,517-67.5% | $5,287-78.4% |
| Admin fee / account holder | $24 | $5,263-99.5% | $4,510-99.5% | $10,132-99.8% |