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 | $9,163 | $47,848-80.9% | $81,478-88.8% | $70,131-86.9% |
| Participation rate | 37.3% | 58.3%-21.0pp | 68.0%-30.7pp | 69.5%-32.3pp |
| Annual return | 27.76% | 27.25%+0.5pp | 38.78%-11.0pp | 73.14%-45.4pp |
| Employer contribution / active EE | $621 | $1,527-59.3% | $2,568-75.8% | $2,342-73.5% |
| Participant deferral / active EE | $790 | $2,453-67.8% | $3,537-77.7% | $3,332-76.3% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |