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 | $23,734 | $149,679-84.1% | $117,039-79.7% | $147,584-83.9% |
| Participation rate | 68.8% | 83.5%-14.7pp | 77.2%-8.4pp | 82.8%-14.1pp |
| Annual return | 20.23% | 19.31%+0.9pp | 18.95%+1.3pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,924 | $4,937-40.8% | $3,785-22.7% | $4,876-40.0% |
| Participant deferral / active EE | $4,128 | $4,912-16.0% | $3,929+5.0% | $5,439-24.1% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |