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 | $13,838 | $135,952-89.8% | $123,892-88.8% | $273,961-94.9% |
| Participation rate | 69.6% | 84.1%-14.5pp | 81.4%-11.8pp | 83.0%-13.5pp |
| Annual return | 20.20% | 56.63%-36.4pp | 47.52%-27.3pp | 41.45%-21.3pp |
| Employer contribution / active EE | $1,278 | $5,170-75.3% | $4,617-72.3% | $4,869-73.7% |
| Participant deferral / active EE | $2,457 | $6,343-61.3% | $5,984-58.9% | $5,287-53.5% |
| Admin fee / account holder | $95 | $9,817-99.0% | $8,357-98.9% | $10,132-99.1% |