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 | $10,410 | $72,492-85.6% | $87,100-88.0% | $72,985-85.7% |
| Participation rate | 55.9% | 72.8%-16.9pp | 76.9%-21.0pp | 69.5%-13.6pp |
| Annual return | 33.34% | 24.46%+8.9pp | 28.19%+5.1pp | 81.00%-47.7pp |
| Employer contribution / active EE | $1,054 | $1,894-44.3% | $2,521-58.2% | $2,440-56.8% |
| Participant deferral / active EE | $1,800 | $3,270-44.9% | $4,049-55.5% | $3,607-50.1% |
| Admin fee / account holder | $72 | $5,055-98.6% | $7,497-99.0% | $5,124-98.6% |