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 3-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 | $5,890 | $117,983-95.0% | $101,794-94.2% | $142,382-95.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 214.72% | 36.92%+177.8pp | 30.53%+184.2pp | 217.08%-2.4pp |
| Employer contribution / active EE | $1,474 | $2,773-46.8% | $2,289-35.6% | $4,299-65.7% |
| Participant deferral / active EE | $2,039 | $4,714-56.7% | $4,084-50.1% | $6,507-68.7% |
| Admin fee / account holder | $87 | $10,433-99.2% | $8,777-99.0% | $12,624-99.3% |