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 | $16,403 | $112,096-85.4% | $95,952-82.9% | $158,922-89.7% |
| Participation rate | 58.3% | 79.0%-20.6pp | 77.1%-18.7pp | 82.0%-23.6pp |
| Annual return | 24.96% | 171.09%-146.1pp | 91.61%-66.7pp | 302.83%-277.9pp |
| Employer contribution / active EE | $1,568 | $3,198-51.0% | $2,541-38.3% | $4,761-67.1% |
| Participant deferral / active EE | $3,000 | $4,784-37.3% | $4,167-28.0% | $5,982-49.9% |
| Admin fee / account holder | $201 | $10,130-98.0% | $6,795-97.0% | $11,246-98.2% |