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 | $15,812 | $103,376-84.7% | $87,100-81.8% | $152,861-89.7% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.9%-7.6pp | 82.4%-13.2pp |
| Annual return | 32.10% | 28.10%+4.0pp | 28.19%+3.9pp | 345.32%-313.2pp |
| Employer contribution / active EE | $1,066 | $3,220-66.9% | $2,521-57.7% | $4,762-77.6% |
| Participant deferral / active EE | $4,714 | $4,778-1.3% | $4,049+16.4% | $5,850-19.4% |
| Admin fee / account holder | $98 | $12,205-99.2% | $7,497-98.7% | $11,596-99.2% |