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 | $5,245 | $114,381-95.4% | $107,525-95.1% | $142,382-96.3% |
| Participation rate | 46.2% | 78.1%-32.0pp | 75.1%-28.9pp | 80.1%-34.0pp |
| Annual return | 153.74% | 242.71%-89.0pp | 181.32%-27.6pp | 217.08%-63.3pp |
| Employer contribution / active EE | $820 | $4,015-79.6% | $3,754-78.2% | $4,299-80.9% |
| Participant deferral / active EE | $1,545 | $5,564-72.2% | $5,116-69.8% | $6,507-76.3% |
| Admin fee / account holder | $17 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |