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 | $6,177 | $63,861-90.3% | $104,607-94.1% | $79,858-92.3% |
| Participation rate | 37.5% | 64.9%-27.4pp | 74.1%-36.6pp | 69.6%-32.1pp |
| Annual return | 121.54% | 21.30%+100.2pp | 340.46%-218.9pp | 31.71%+89.8pp |
| Employer contribution / active EE | $744 | $1,588-53.1% | $2,681-72.2% | $2,471-69.9% |
| Participant deferral / active EE | $1,380 | $2,693-48.8% | $3,740-63.1% | $3,740-63.1% |
| Admin fee / account holder | $51 | $4,185-98.8% | $6,473-99.2% | $5,306-99.0% |