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 | $13,226 | $124,281-89.4% | $109,143-87.9% | $167,490-92.1% |
| Participation rate | 42.1% | 79.4%-37.3pp | 75.9%-33.8pp | 82.1%-40.0pp |
| Annual return | 17.62% | 26.04%-8.4pp | 25.75%-8.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $848 | $4,207-79.8% | $3,722-77.2% | $4,837-82.5% |
| Participant deferral / active EE | $2,199 | $5,255-58.2% | $4,653-52.7% | $6,341-65.3% |
| Admin fee / account holder | $73 | $7,970-99.1% | $6,752-98.9% | $12,309-99.4% |