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 | $21,074 | $113,935-81.5% | $94,224-77.6% | $125,391-83.2% |
| Participation rate | 58.3% | 82.9%-24.6pp | 78.8%-20.4pp | 83.2%-24.9pp |
| Annual return | -2.94% | 5.29%-8.2pp | 10.68%-13.6pp | 282.22%-285.2pp |
| Employer contribution / active EE | $1,377 | $4,727-70.9% | $3,587-61.6% | $4,866-71.7% |
| Participant deferral / active EE | $1,787 | $5,179-65.5% | $4,320-58.6% | $5,352-66.6% |
| Admin fee / account holder | $68 | $8,391-99.2% | $6,269-98.9% | $9,540-99.3% |