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 8-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 | $7,675 | $48,046-84.0% | $84,611-90.9% | $72,985-89.5% |
| Participation rate | 33.8% | 57.6%-23.8pp | 68.2%-34.4pp | 69.5%-35.7pp |
| Annual return | 210.61% | 37.38%+173.2pp | 258.74%-48.1pp | 81.00%+129.6pp |
| Employer contribution / active EE | $583 | $1,602-63.6% | $2,652-78.0% | $2,440-76.1% |
| Participant deferral / active EE | $1,126 | $2,680-58.0% | $3,899-71.1% | $3,607-68.8% |
| Admin fee / account holder | $58 | $3,395-98.3% | $4,912-98.8% | $5,124-98.9% |