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 | $21,574 | $153,772-86.0% | $133,980-83.9% | $273,961-92.1% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 7.88% | 36.51%-28.6pp | 29.30%-21.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $3,763 | $6,029-37.6% | $5,211-27.8% | $4,869-22.7% |
| Participant deferral / active EE | $4,551 | $6,958-34.6% | $6,282-27.6% | $5,287-13.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |