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 | $27,729 | $144,119-80.8% | $117,854-76.5% | $147,584-81.2% |
| Participation rate | 46.7% | 83.4%-36.8pp | 79.7%-33.0pp | 82.8%-36.2pp |
| Annual return | 17.79% | 531.15%-513.4pp | 335.08%-317.3pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,383 | $4,896-71.7% | $3,786-63.5% | $4,876-71.6% |
| Participant deferral / active EE | $1,847 | $5,316-65.3% | $4,482-58.8% | $5,439-66.0% |
| Admin fee / account holder | $109 | $10,886-99.0% | $8,020-98.6% | $10,885-99.0% |