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 | $5,809 | $85,202-93.2% | $172,739-96.6% | $72,985-92.0% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 98.81% | 27.32%+71.5pp | 802.84%-704.0pp | 81.00%+17.8pp |
| Employer contribution / active EE | $664 | $3,324-80.0% | $5,143-87.1% | $2,440-72.8% |
| Participant deferral / active EE | $1,189 | $3,260-63.5% | $5,198-77.1% | $3,607-67.0% |
| Admin fee / account holder | $15 | $5,884-99.7% | $13,954-99.9% | $5,124-99.7% |