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 | $21,874 | $157,256-86.1% | $141,162-84.5% | $152,861-85.7% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.4%-20.9pp |
| Annual return | 45.62% | 64.32%-18.7pp | 71.39%-25.8pp | 345.32%-299.7pp |
| Employer contribution / active EE | $2,070 | $5,261-60.7% | $4,735-56.3% | $4,762-56.5% |
| Participant deferral / active EE | $6,864 | $7,109-3.5% | $6,709+2.3% | $5,850+17.3% |
| Admin fee / account holder | $204 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |