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 | $4,466 | $84,233-94.7% | $170,442-97.4% | $70,131-93.6% |
| Participation rate | 55.6% | 70.8%-15.3pp | 83.6%-28.0pp | 69.5%-14.0pp |
| Annual return | 36.44% | 23.06%+13.4pp | 205.93%-169.5pp | 73.14%-36.7pp |
| Employer contribution / active EE | $803 | $3,387-76.3% | $5,433-85.2% | $2,342-65.7% |
| Participant deferral / active EE | $1,463 | $3,086-52.6% | $4,939-70.4% | $3,332-56.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |