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 | $7,935 | $99,020-92.0% | $86,590-90.8% | $147,584-94.6% |
| Participation rate | 60.9% | 76.3%-15.5pp | 73.5%-12.7pp | 82.8%-22.0pp |
| Annual return | 26.28% | 1312.34%-1286.1pp | 964.84%-938.6pp | 578.55%-552.3pp |
| Employer contribution / active EE | $848 | $3,132-72.9% | $2,839-70.1% | $4,876-82.6% |
| Participant deferral / active EE | $2,033 | $3,972-48.8% | $3,609-43.7% | $5,439-62.6% |
| Admin fee / account holder | $251 | $5,710-95.6% | $4,906-94.9% | $10,885-97.7% |