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 | $14,718 | $65,365-77.5% | $92,893-84.2% | $72,985-79.8% |
| Participation rate | 30.6% | 68.3%-37.8pp | 76.0%-45.4pp | 69.5%-38.9pp |
| Annual return | 43.02% | 42.10%+0.9pp | 109.41%-66.4pp | 81.00%-38.0pp |
| Employer contribution / active EE | $900 | $2,594-65.3% | $3,653-75.3% | $2,440-63.1% |
| Participant deferral / active EE | $1,852 | $3,128-40.8% | $4,236-56.3% | $3,607-48.7% |
| Admin fee / account holder | $244 | $4,251-94.3% | $5,794-95.8% | $5,124-95.2% |