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 4-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 | $12,059 | $80,968-85.1% | $96,544-87.5% | $75,163-84.0% |
| Participation rate | 63.5% | 71.8%-8.3pp | 76.0%-12.4pp | 67.2%-3.7pp |
| Annual return | 21.53% | 27.06%-5.5pp | 25.84%-4.3pp | 160.62%-139.1pp |
| Employer contribution / active EE | $2,424 | $2,282+6.2% | $2,965-18.3% | $2,670-9.2% |
| Participant deferral / active EE | $3,106 | $3,928-20.9% | $4,851-36.0% | $4,125-24.7% |
| Admin fee / account holder | $277 | $6,724-95.9% | $8,252-96.6% | $5,651-95.1% |