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 | $12,364 | $78,422-84.2% | $95,952-87.1% | $79,858-84.5% |
| Participation rate | 42.7% | 73.5%-30.8pp | 77.1%-34.4pp | 69.6%-27.0pp |
| Annual return | 20.83% | 19.37%+1.5pp | 91.61%-70.8pp | 31.71%-10.9pp |
| Employer contribution / active EE | $961 | $1,945-50.6% | $2,541-62.2% | $2,471-61.1% |
| Participant deferral / active EE | $1,985 | $3,440-42.3% | $4,167-52.4% | $3,740-46.9% |
| Admin fee / account holder | $104 | $5,622-98.2% | $6,795-98.5% | $5,306-98.0% |