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 | $11,399 | $53,822-78.8% | $75,696-84.9% | $85,850-86.7% |
| Participation rate | 64.3% | 69.1%-4.8pp | 74.8%-10.6pp | 69.3%-5.0pp |
| Annual return | 19.49% | 24.54%-5.1pp | 104.53%-85.0pp | 318.53%-299.0pp |
| Employer contribution / active EE | $656 | $2,017-67.5% | $2,743-76.1% | $2,565-74.4% |
| Participant deferral / active EE | $2,060 | $2,895-28.9% | $3,821-46.1% | $3,952-47.9% |
| Admin fee / account holder | $10 | $3,343-99.7% | $3,619-99.7% | $6,260-99.8% |