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 10-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 | $14,412 | $171,865-91.6% | $149,718-90.4% | $147,584-90.2% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 22.72% | 2113.22%-2090.5pp | 1501.63%-1478.9pp | 578.55%-555.8pp |
| Employer contribution / active EE | $2,100 | $6,275-66.5% | $5,445-61.4% | $4,876-56.9% |
| Participant deferral / active EE | $4,550 | $7,271-37.4% | $6,569-30.7% | $5,439-16.3% |
| Admin fee / account holder | $81 | $13,799-99.4% | $11,283-99.3% | $10,885-99.3% |