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 | $12,788 | $77,813-83.6% | $123,544-89.6% | $64,186-80.1% |
| Participation rate | 57.4% | 74.7%-17.3pp | 82.3%-24.8pp | 69.6%-12.1pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,615 | $3,014-13.2% | $4,628-43.5% | $2,381+9.8% |
| Participant deferral / active EE | $6,286 | $5,240+20.0% | $6,426-2.2% | $3,470+81.2% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |