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 | $21,165 | $165,335-87.2% | $149,696-85.9% | $158,922-86.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 16.97% | 348.15%-331.2pp | 276.60%-259.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,814 | $5,103-64.5% | $4,644-61.0% | $4,761-61.9% |
| Participant deferral / active EE | $3,672 | $7,181-48.9% | $6,842-46.3% | $5,982-38.6% |
| Admin fee / account holder | $208 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |