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 7-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 | $5,780 | $109,327-94.7% | $89,391-93.5% | $158,922-96.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 36.78% | 345.68%-308.9pp | 245.62%-208.8pp | 302.83%-266.0pp |
| Employer contribution / active EE | $379 | $3,170-88.0% | $2,586-85.3% | $4,761-92.0% |
| Participant deferral / active EE | $952 | $4,598-79.3% | $3,890-75.5% | $5,982-84.1% |
| Admin fee / account holder | $31 | $6,153-99.5% | $4,881-99.4% | $11,246-99.7% |