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 7-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 | $5,662 | $37,426-84.9% | $77,482-92.7% | $79,858-92.9% |
| Participation rate | 44.2% | 41.5%+2.7pp | 54.2%-10.0pp | 69.6%-25.4pp |
| Annual return | 48.00% | 39.70%+8.3pp | 54.79%-6.8pp | 31.71%+16.3pp |
| Employer contribution / active EE | $201 | $637-68.5% | $986-79.7% | $2,471-91.9% |
| Participant deferral / active EE | $1,220 | $1,260-3.2% | $1,861-34.5% | $3,740-67.4% |
| Admin fee / account holder | $49 | $2,504-98.0% | $2,858-98.3% | $5,306-99.1% |