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 | $5,264 | $54,762-90.4% | $90,281-94.2% | $72,985-92.8% |
| Participation rate | 29.2% | 65.1%-35.9pp | 73.3%-44.0pp | 69.5%-40.3pp |
| Annual return | 91.77% | 30.63%+61.1pp | 78.10%+13.7pp | 81.00%+10.8pp |
| Employer contribution / active EE | $388 | $2,092-81.5% | $2,854-86.4% | $2,440-84.1% |
| Participant deferral / active EE | $1,101 | $2,887-61.9% | $3,885-71.7% | $3,607-69.5% |
| Admin fee / account holder | $109 | $3,972-97.3% | $5,351-98.0% | $5,124-97.9% |