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 | $15,430 | $79,449-80.6% | $189,557-91.9% | $85,850-82.0% |
| Participation rate | 25.0% | 66.0%-41.0pp | 78.4%-53.4pp | 69.3%-44.3pp |
| Annual return | 21.13% | 18.45%+2.7pp | 64.17%-43.0pp | 318.53%-297.4pp |
| Employer contribution / active EE | $538 | $2,081-74.1% | $4,412-87.8% | $2,565-79.0% |
| Participant deferral / active EE | $1,787 | $4,051-55.9% | $6,174-71.1% | $3,952-54.8% |
| Admin fee / account holder | $236 | $5,377-95.6% | $9,807-97.6% | $6,260-96.2% |