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 | $13,619 | $135,952-90.0% | $123,892-89.0% | $273,961-95.0% |
| Participation rate | 31.3% | 84.1%-52.8pp | 81.4%-50.2pp | 83.0%-51.8pp |
| Annual return | 15.98% | 56.63%-40.6pp | 47.52%-31.5pp | 41.45%-25.5pp |
| Employer contribution / active EE | $1,102 | $5,170-78.7% | $4,617-76.1% | $4,869-77.4% |
| Participant deferral / active EE | $3,260 | $6,343-48.6% | $5,984-45.5% | $5,287-38.3% |
| Admin fee / account holder | $135 | $9,817-98.6% | $8,357-98.4% | $10,132-98.7% |