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 | $4,433 | $32,037-86.2% | $69,182-93.6% | $62,891-93.0% |
| Participation rate | 38.8% | 43.4%-4.6pp | 55.1%-16.3pp | 69.3%-30.5pp |
| Annual return | 15.06% | 15.16%-0.1pp | -21.93%+37.0pp | 20.14%-5.1pp |
| Employer contribution / active EE | $954 | $679+40.5% | $1,206-20.9% | $2,281-58.2% |
| Participant deferral / active EE | $482 | $1,185-59.3% | $1,897-74.6% | $3,203-84.9% |
| Admin fee / account holder | $91 | $2,608-96.5% | $2,697-96.6% | $4,296-97.9% |