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 | $12,492 | $95,971-87.0% | $74,550-83.2% | $135,375-90.8% |
| Participation rate | 47.1% | 75.7%-28.6pp | 69.1%-22.1pp | 82.6%-35.6pp |
| Annual return | -8.49% | 56.96%-65.4pp | 32.53%-41.0pp | 519.73%-528.2pp |
| Employer contribution / active EE | $866 | $2,716-68.1% | $1,961-55.9% | $4,779-81.9% |
| Participant deferral / active EE | $932 | $3,843-75.8% | $3,108-70.0% | $5,609-83.4% |
| Admin fee / account holder | $15 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |