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 | $9,873 | $102,616-90.4% | $81,983-88.0% | $158,922-93.8% |
| Participation rate | 44.4% | 75.5%-31.1pp | 69.2%-24.8pp | 82.0%-37.5pp |
| Annual return | 36.59% | 61.04%-24.4pp | 41.31%-4.7pp | 302.83%-266.2pp |
| Employer contribution / active EE | $792 | $3,240-75.5% | $2,498-68.3% | $4,761-83.4% |
| Participant deferral / active EE | $1,417 | $4,648-69.5% | $3,722-61.9% | $5,982-76.3% |
| Admin fee / account holder | $108 | $8,235-98.7% | $5,664-98.1% | $11,246-99.0% |