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 6-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 | $11,172 | $176,812-93.7% | $146,665-92.4% | $167,490-93.3% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 22.15% | 24.03%-1.9pp | 22.74%-0.6pp | 478.56%-456.4pp |
| Employer contribution / active EE | $1,818 | $5,160-64.8% | $4,136-56.0% | $4,837-62.4% |
| Participant deferral / active EE | $3,717 | $6,440-42.3% | $5,506-32.5% | $6,341-41.4% |
| Admin fee / account holder | $82 | $13,259-99.4% | $10,280-99.2% | $12,309-99.3% |