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 | $8,733 | $115,770-92.5% | $101,248-91.4% | $158,922-94.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 72.49% | 56.14%+16.3pp | 46.47%+26.0pp | 302.83%-230.3pp |
| Employer contribution / active EE | $1,801 | $4,175-56.8% | $3,660-50.8% | $4,761-62.2% |
| Participant deferral / active EE | $2,714 | $4,957-45.3% | $4,370-37.9% | $5,982-54.6% |
| Admin fee / account holder | $49 | $7,245-99.3% | $5,945-99.2% | $11,246-99.6% |