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 | $7,846 | $67,606-88.4% | $82,313-90.5% | $70,131-88.8% |
| Participation rate | 27.5% | 72.8%-45.3pp | 76.9%-49.4pp | 69.5%-42.0pp |
| Annual return | 27.12% | 21.57%+5.6pp | 25.88%+1.2pp | 73.14%-46.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,360 | $2,987-54.5% | $3,706-63.3% | $3,332-59.2% |
| Admin fee / account holder | $51 | $4,512-98.9% | $5,608-99.1% | $4,645-98.9% |