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 7-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 | $10,439 | $106,515-90.2% | $96,683-89.2% | $139,434-92.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 21.59% | 38.43%-16.8pp | 35.69%-14.1pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,434 | $4,103-65.0% | $3,737-61.6% | $4,751-69.8% |
| Participant deferral / active EE | $1,434 | $5,454-73.7% | $4,878-70.6% | $6,710-78.6% |
| Admin fee / account holder | $201 | $7,877-97.5% | $6,730-97.0% | $11,403-98.2% |