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 | $4,501 | $156,846-97.1% | $121,098-96.3% | $139,434-96.8% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 21.68% | 1474.56%-1452.9pp | 985.75%-964.1pp | 372.94%-351.3pp |
| Employer contribution / active EE | $529 | $5,536-90.4% | $4,164-87.3% | $4,751-88.9% |
| Participant deferral / active EE | $2,027 | $4,844-58.2% | $4,080-50.3% | $6,710-69.8% |
| Admin fee / account holder | $77 | $6,946-98.9% | $5,644-98.6% | $11,403-99.3% |