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 | $7,226 | $181,894-96.0% | $156,549-95.4% | $273,961-97.4% |
| Participation rate | 46.2% | 88.4%-42.2pp | 84.0%-37.9pp | 83.0%-36.9pp |
| Annual return | 37.86% | 30.74%+7.1pp | 32.23%+5.6pp | 41.45%-3.6pp |
| Employer contribution / active EE | $1,597 | $6,248-74.4% | $5,501-71.0% | $4,869-67.2% |
| Participant deferral / active EE | $2,030 | $5,550-63.4% | $4,871-58.3% | $5,287-61.6% |
| Admin fee / account holder | $277 | $15,559-98.2% | $13,027-97.9% | $10,132-97.3% |