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 | $7,644 | $53,127-85.6% | $86,590-91.2% | $70,131-89.1% |
| Participation rate | 64.3% | 65.3%-1.0pp | 73.5%-9.3pp | 69.5%-5.3pp |
| Annual return | 36.44% | 27.66%+8.8pp | 964.84%-928.4pp | 73.14%-36.7pp |
| Employer contribution / active EE | $1,665 | $2,068-19.5% | $2,839-41.4% | $2,342-28.9% |
| Participant deferral / active EE | $1,877 | $2,696-30.4% | $3,609-48.0% | $3,332-43.7% |
| Admin fee / account holder | $60 | $3,585-98.3% | $4,906-98.8% | $4,645-98.7% |