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 8-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 | $11,400 | $54,762-79.2% | $90,281-87.4% | $72,985-84.4% |
| Participation rate | 32.1% | 65.1%-33.0pp | 73.3%-41.1pp | 69.5%-37.3pp |
| Annual return | 42.15% | 30.63%+11.5pp | 78.10%-35.9pp | 81.00%-38.8pp |
| Employer contribution / active EE | $417 | $2,092-80.1% | $2,854-85.4% | $2,440-82.9% |
| Participant deferral / active EE | $1,842 | $2,887-36.2% | $3,885-52.6% | $3,607-48.9% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |