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 4-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 | $14,196 | $150,187-90.5% | $120,354-88.2% | $145,922-90.3% |
| Participation rate | 37.5% | 78.8%-41.3pp | 71.9%-34.4pp | 80.3%-42.8pp |
| Annual return | 12.36% | 154.07%-141.7pp | 107.15%-94.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,438 | $4,348-66.9% | $3,463-58.5% | $4,660-69.1% |
| Participant deferral / active EE | $2,119 | $6,173-65.7% | $4,991-57.5% | $6,688-68.3% |
| Admin fee / account holder | $198 | $12,207-98.4% | $9,423-97.9% | $13,397-98.5% |