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 | $3,477 | $67,411-94.8% | $91,001-96.2% | $70,131-95.0% |
| Participation rate | 63.2% | 71.4%-8.2pp | 75.6%-12.4pp | 69.5%-6.4pp |
| Annual return | 25.21% | -40.16%+65.4pp | 4.60%+20.6pp | 73.14%-47.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,581 | $2,823-44.0% | $3,547-55.4% | $3,332-52.5% |
| Admin fee / account holder | $184 | $4,236-95.7% | $5,417-96.6% | $4,645-96.0% |