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 | $9,979 | $107,334-90.7% | $92,893-89.3% | $152,861-93.5% |
| Participation rate | 61.5% | 79.8%-18.2pp | 76.0%-14.5pp | 82.4%-20.9pp |
| Annual return | 50.04% | 145.58%-95.5pp | 109.41%-59.4pp | 345.32%-295.3pp |
| Employer contribution / active EE | $1,472 | $4,221-65.1% | $3,653-59.7% | $4,762-69.1% |
| Participant deferral / active EE | $3,379 | $4,845-30.3% | $4,236-20.2% | $5,850-42.2% |
| Admin fee / account holder | $128 | $7,079-98.2% | $5,794-97.8% | $11,596-98.9% |