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 | $25,724 | $198,466-87.0% | $170,442-84.9% | $147,584-82.6% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 23.26% | 257.29%-234.0pp | 205.93%-182.7pp | 578.55%-555.3pp |
| Employer contribution / active EE | $1,742 | $6,184-71.8% | $5,433-67.9% | $4,876-64.3% |
| Participant deferral / active EE | $4,223 | $5,629-25.0% | $4,939-14.5% | $5,439-22.3% |
| Admin fee / account holder | $161 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |