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 | $13,729 | $99,341-86.2% | $84,750-83.8% | $273,961-95.0% |
| Participation rate | 38.5% | 80.7%-42.2pp | 76.6%-38.1pp | 83.0%-44.6pp |
| Annual return | 14.27% | 22.93%-8.7pp | 22.78%-8.5pp | 41.45%-27.2pp |
| Employer contribution / active EE | $1,380 | $4,214-67.3% | $3,574-61.4% | $4,869-71.7% |
| Participant deferral / active EE | $1,548 | $4,269-63.7% | $3,712-58.3% | $5,287-70.7% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |