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 10-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 | $21,703 | $152,460-85.8% | $118,746-81.7% | $147,584-85.3% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.3%-28.3pp | 82.8%-32.8pp |
| Annual return | 25.27% | 17.41%+7.9pp | 24.54%+0.7pp | 578.55%-553.3pp |
| Employer contribution / active EE | $1,362 | $5,046-73.0% | $4,193-67.5% | $4,876-72.1% |
| Participant deferral / active EE | $1,960 | $6,212-68.4% | $5,332-63.2% | $5,439-64.0% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |