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 | $14,552 | $112,881-87.1% | $90,951-84.0% | $158,922-90.8% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 13.48% | 215.79%-202.3pp | 134.60%-121.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,174 | $2,893-59.4% | $2,122-44.7% | $4,761-75.3% |
| Participant deferral / active EE | $1,268 | $4,128-69.3% | $3,373-62.4% | $5,982-78.8% |
| Admin fee / account holder | $108 | $8,041-98.7% | $5,959-98.2% | $11,246-99.0% |