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 | $17,285 | $46,869-63.1% | $122,332-85.9% | $70,131-75.4% |
| Participation rate | 40.0% | 58.2%-18.2pp | 71.6%-31.6pp | 69.5%-29.5pp |
| Annual return | 22.91% | 24.22%-1.3pp | 30.27%-7.4pp | 73.14%-50.2pp |
| Employer contribution / active EE | $2,243 | $1,288+74.2% | $4,050-44.6% | $2,342-4.2% |
| Participant deferral / active EE | $2,189 | $2,166+1.0% | $3,287-33.4% | $3,332-34.3% |
| Admin fee / account holder | $80 | $3,322-97.6% | $5,478-98.5% | $4,645-98.3% |