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 3-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 | $20,066 | $101,724-80.3% | $164,813-87.8% | $80,856-75.2% |
| Participation rate | 57.4% | 71.8%-14.5pp | 78.6%-21.2pp | 67.6%-10.3pp |
| Annual return | 13.14% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,424 | $2,953-17.9% | $4,341-44.2% | $2,755-12.0% |
| Participant deferral / active EE | $3,719 | $4,477-16.9% | $6,031-38.3% | $4,296-13.4% |
| Admin fee / account holder | $210 | $8,227-97.4% | $12,690-98.3% | $6,918-97.0% |