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 | $8,384 | $202,318-95.9% | $172,739-95.1% | $152,861-94.5% |
| Participation rate | 68.2% | 87.1%-18.9pp | 82.6%-14.5pp | 82.4%-14.3pp |
| Annual return | 42.42% | 1029.65%-987.2pp | 802.84%-760.4pp | 345.32%-302.9pp |
| Employer contribution / active EE | $1,367 | $5,856-76.7% | $5,143-73.4% | $4,762-71.3% |
| Participant deferral / active EE | $2,563 | $5,948-56.9% | $5,198-50.7% | $5,850-56.2% |
| Admin fee / account holder | $3 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |