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 | $28,063 | $209,411-86.6% | $178,490-84.3% | $158,922-82.3% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 26.35% | 188.75%-162.4pp | 151.07%-124.7pp | 302.83%-276.5pp |
| Employer contribution / active EE | $1,329 | $5,706-76.7% | $5,011-73.5% | $4,761-72.1% |
| Participant deferral / active EE | $3,459 | $5,954-41.9% | $5,202-33.5% | $5,982-42.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |