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 | $5,823 | $55,706-89.5% | $75,886-92.3% | $72,985-92.0% |
| Participation rate | 51.7% | 61.1%-9.4pp | 69.3%-17.6pp | 69.5%-17.8pp |
| Annual return | 30.22% | 27.59%+2.6pp | 30.76%-0.5pp | 81.00%-50.8pp |
| Employer contribution / active EE | $299 | $1,687-82.3% | $2,500-88.0% | $2,440-87.8% |
| Participant deferral / active EE | $1,733 | $2,634-34.2% | $3,603-51.9% | $3,607-52.0% |
| Admin fee / account holder | $5 | $3,978-99.9% | $5,418-99.9% | $5,124-99.9% |