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 3-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 | $28,480 | $138,347-79.4% | $184,203-84.5% | $80,856-64.8% |
| Participation rate | 66.3% | 83.9%-17.5pp | 86.8%-20.5pp | 67.6%-1.3pp |
| Annual return | 47.96% | 20.02%+27.9pp | 28.81%+19.1pp | 35.59%+12.4pp |
| Employer contribution / active EE | $2,410 | $4,850-50.3% | $6,427-62.5% | $2,755-12.5% |
| Participant deferral / active EE | $4,664 | $7,071-34.0% | $9,131-48.9% | $4,296+8.6% |
| Admin fee / account holder | $110 | $10,483-99.0% | $13,901-99.2% | $6,918-98.4% |