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 | $9,951 | $65,365-84.8% | $92,893-89.3% | $72,985-86.4% |
| Participation rate | 27.6% | 68.3%-40.7pp | 76.0%-48.4pp | 69.5%-41.9pp |
| Annual return | 40.25% | 42.10%-1.9pp | 109.41%-69.2pp | 81.00%-40.8pp |
| Employer contribution / active EE | $971 | $2,594-62.6% | $3,653-73.4% | $2,440-60.2% |
| Participant deferral / active EE | $1,693 | $3,128-45.9% | $4,236-60.0% | $3,607-53.1% |
| Admin fee / account holder | $43 | $4,251-99.0% | $5,794-99.3% | $5,124-99.2% |