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 9-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 | $13,824 | $85,766-83.9% | $136,294-89.9% | $70,131-80.3% |
| Participation rate | 60.5% | 74.2%-13.6pp | 81.9%-21.4pp | 69.5%-9.0pp |
| Annual return | 439.21% | 31.45%+407.8pp | 5155.94%-4716.7pp | 73.14%+366.1pp |
| Employer contribution / active EE | $1,737 | $2,966-41.4% | $4,695-63.0% | $2,342-25.8% |
| Participant deferral / active EE | $2,987 | $5,051-40.9% | $6,247-52.2% | $3,332-10.3% |
| Admin fee / account holder | $156 | $5,420-97.1% | $9,243-98.3% | $4,645-96.6% |