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 | $11,885 | $91,037-86.9% | $71,671-83.4% | $147,584-91.9% |
| Participation rate | 33.3% | 76.1%-42.8pp | 68.7%-35.4pp | 82.8%-49.5pp |
| Annual return | 17.66% | 20.48%-2.8pp | 20.65%-3.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $819 | $3,327-75.4% | $2,460-66.7% | $4,876-83.2% |
| Participant deferral / active EE | $2,007 | $4,498-55.4% | $3,438-41.6% | $5,439-63.1% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |