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 6-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 | $17,397 | $98,750-82.4% | $149,696-88.4% | $79,858-78.2% |
| Participation rate | 51.4% | 75.8%-24.4pp | 82.5%-31.1pp | 69.6%-18.3pp |
| Annual return | 53.97% | 27.43%+26.5pp | 276.60%-222.6pp | 31.71%+22.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,354 | $5,680-23.3% | $6,842-36.4% | $3,740+16.4% |
| Admin fee / account holder | $289 | $6,053-95.2% | $9,309-96.9% | $5,306-94.6% |