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 | $17,409 | $106,890-83.7% | $84,015-79.3% | $152,861-88.6% |
| Participation rate | 63.6% | 75.2%-11.6pp | 69.0%-5.4pp | 82.4%-18.8pp |
| Annual return | 24.82% | 104.99%-80.2pp | 71.31%-46.5pp | 345.32%-320.5pp |
| Employer contribution / active EE | $946 | $2,734-65.4% | $1,983-52.3% | $4,762-80.1% |
| Participant deferral / active EE | $3,216 | $4,011-19.8% | $3,239-0.7% | $5,850-45.0% |
| Admin fee / account holder | $142 | $8,285-98.3% | $6,101-97.7% | $11,596-98.8% |