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 | $10,625 | $39,122-72.8% | $57,179-81.4% | $62,891-83.1% |
| Participation rate | 66.7% | 70.5%-3.8pp | 75.3%-8.7pp | 69.3%-2.6pp |
| Annual return | 16.83% | 9.23%+7.6pp | 14.59%+2.2pp | 20.14%-3.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,084 | $2,374-54.3% | $3,096-65.0% | $3,203-66.2% |
| Admin fee / account holder | $99 | $2,592-96.2% | $3,139-96.8% | $4,296-97.7% |