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 7-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 | $6,607 | $104,664-93.7% | $85,682-92.3% | $167,490-96.1% |
| Participation rate | 40.0% | 76.4%-36.4pp | 69.9%-29.9pp | 82.1%-42.1pp |
| Annual return | 16.88% | 21.45%-4.6pp | 21.49%-4.6pp | 478.56%-461.7pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,162 | $4,824-75.9% | $3,923-70.4% | $6,341-81.7% |
| Admin fee / account holder | $20 | $10,032-99.8% | $6,873-99.7% | $12,309-99.8% |