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 | $8,433 | $215,361-96.1% | $171,082-95.1% | $273,961-96.9% |
| Participation rate | 53.8% | 82.0%-28.2pp | 76.7%-22.8pp | 83.0%-29.2pp |
| Annual return | 10.36% | 25.14%-14.8pp | 32.56%-22.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $659 | $4,967-86.7% | $4,002-83.5% | $4,869-86.5% |
| Participant deferral / active EE | $776 | $5,543-86.0% | $4,797-83.8% | $5,287-85.3% |
| Admin fee / account holder | $88 | $10,846-99.2% | $8,520-99.0% | $10,132-99.1% |