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 | $19,428 | $180,449-89.2% | $154,107-87.4% | $135,375-85.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -8.75% | 888.09%-896.8pp | 735.12%-743.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,619 | $6,035-56.6% | $5,298-50.6% | $4,779-45.2% |
| Participant deferral / active EE | $6,213 | $5,806+7.0% | $5,081+22.3% | $5,609+10.8% |
| Admin fee / account holder | $129 | $16,143-99.2% | $13,411-99.0% | $10,827-98.8% |