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 | $7,133 | $131,829-94.6% | $108,579-93.4% | $273,961-97.4% |
| Participation rate | 63.2% | 83.5%-20.3pp | 79.6%-16.4pp | 83.0%-19.9pp |
| Annual return | 19.51% | -91.57%+111.1pp | -51.70%+71.2pp | 41.45%-21.9pp |
| Employer contribution / active EE | $1,103 | $4,912-77.5% | $3,758-70.6% | $4,869-77.3% |
| Participant deferral / active EE | $2,662 | $5,127-48.1% | $4,311-38.2% | $5,287-49.7% |
| Admin fee / account holder | $162 | $10,252-98.4% | $7,645-97.9% | $10,132-98.4% |