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 | $9,363 | $232,540-96.0% | $185,117-94.9% | $147,584-93.7% |
| Participation rate | 58.8% | 82.4%-23.5pp | 77.3%-18.4pp | 82.8%-24.0pp |
| Annual return | 32.58% | 43.03%-10.4pp | 40.50%-7.9pp | 578.55%-546.0pp |
| Employer contribution / active EE | $1,252 | $5,195-75.9% | $4,182-70.1% | $4,876-74.3% |
| Participant deferral / active EE | $1,755 | $5,834-69.9% | $5,045-65.2% | $5,439-67.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |