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 | $8,052 | $65,409-87.7% | $98,442-91.8% | $85,850-90.6% |
| Participation rate | 60.7% | 65.0%-4.3pp | 73.3%-12.6pp | 69.3%-8.6pp |
| Annual return | 16.56% | 21.76%-5.2pp | 1492.73%-1476.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $534 | $2,168-75.4% | $2,960-82.0% | $2,565-79.2% |
| Participant deferral / active EE | $1,465 | $3,166-53.7% | $4,276-65.7% | $3,952-62.9% |
| Admin fee / account holder | $90 | $4,593-98.0% | $5,949-98.5% | $6,260-98.6% |