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 | $9,999 | $131,829-92.4% | $108,579-90.8% | $273,961-96.4% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 16.77% | -91.57%+108.3pp | -51.70%+68.5pp | 41.45%-24.7pp |
| Employer contribution / active EE | $1,305 | $4,912-73.4% | $3,758-65.3% | $4,869-73.2% |
| Participant deferral / active EE | $3,758 | $5,127-26.7% | $4,311-12.8% | $5,287-28.9% |
| Admin fee / account holder | $141 | $10,252-98.6% | $7,645-98.2% | $10,132-98.6% |