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 3-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 | $6,296 | $99,877-93.7% | $84,966-92.6% | $145,922-95.7% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 9.34% | 83.76%-74.4pp | 66.38%-57.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $845 | $3,231-73.9% | $2,727-69.0% | $4,660-81.9% |
| Participant deferral / active EE | $1,689 | $5,291-68.1% | $4,519-62.6% | $6,688-74.7% |
| Admin fee / account holder | $12 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |