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 | $15,896 | $65,365-75.7% | $92,893-82.9% | $72,985-78.2% |
| Participation rate | 56.3% | 68.3%-12.1pp | 76.0%-19.8pp | 69.5%-13.2pp |
| Annual return | 21.96% | 42.10%-20.1pp | 109.41%-87.5pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,442 | $2,594-44.4% | $3,653-60.5% | $2,440-40.9% |
| Participant deferral / active EE | $1,491 | $3,128-52.3% | $4,236-64.8% | $3,607-58.7% |
| Admin fee / account holder | $113 | $4,251-97.3% | $5,794-98.0% | $5,124-97.8% |