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 5-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 | $7,032 | $110,261-93.6% | $95,745-92.7% | $139,434-95.0% |
| Participation rate | 35.3% | 75.8%-40.5pp | 72.3%-37.0pp | 80.3%-45.0pp |
| Annual return | 38.08% | 27.11%+11.0pp | 28.35%+9.7pp | 372.94%-334.9pp |
| Employer contribution / active EE | $503 | $3,257-84.6% | $2,835-82.3% | $4,751-89.4% |
| Participant deferral / active EE | $1,103 | $4,676-76.4% | $4,245-74.0% | $6,710-83.6% |
| Admin fee / account holder | $122 | $6,613-98.2% | $5,678-97.9% | $11,403-98.9% |