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 | $10,681 | $181,894-94.1% | $156,549-93.2% | $273,961-96.1% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 12.39% | 30.74%-18.4pp | 32.23%-19.8pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,848 | $6,248-70.4% | $5,501-66.4% | $4,869-62.1% |
| Participant deferral / active EE | $3,287 | $5,550-40.8% | $4,871-32.5% | $5,287-37.8% |
| Admin fee / account holder | $14 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |