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 | $13,523 | $63,346-78.7% | $92,233-85.3% | $70,131-80.7% |
| Participation rate | 36.7% | 68.7%-31.9pp | 76.5%-39.7pp | 69.5%-32.8pp |
| Annual return | 26.01% | 530.12%-504.1pp | 176.28%-150.3pp | 73.14%-47.1pp |
| Employer contribution / active EE | $743 | $2,471-69.9% | $3,679-79.8% | $2,342-68.3% |
| Participant deferral / active EE | $1,284 | $2,854-55.0% | $3,897-67.0% | $3,332-61.5% |
| Admin fee / account holder | $213 | $3,840-94.5% | $5,194-95.9% | $4,645-95.4% |