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 9-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 | $13,141 | $107,334-87.8% | $92,893-85.9% | $152,861-91.4% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 27.45% | 145.58%-118.1pp | 109.41%-82.0pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,507 | $4,221-64.3% | $3,653-58.7% | $4,762-68.4% |
| Participant deferral / active EE | $2,160 | $4,845-55.4% | $4,236-49.0% | $5,850-63.1% |
| Admin fee / account holder | $213 | $7,079-97.0% | $5,794-96.3% | $11,596-98.2% |