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 4-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 | $6,080 | $111,724-94.6% | $93,606-93.5% | $145,922-95.8% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.1pp |
| Annual return | 25.83% | 202.98%-177.1pp | 133.20%-107.4pp | 561.29%-535.5pp |
| Employer contribution / active EE | $1,037 | $3,090-66.4% | $2,420-57.1% | $4,660-77.7% |
| Participant deferral / active EE | $1,208 | $4,912-75.4% | $4,411-72.6% | $6,688-81.9% |
| Admin fee / account holder | $115 | $10,250-98.9% | $8,285-98.6% | $13,397-99.1% |