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 3-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 | $10,828 | $154,228-93.0% | $145,433-92.6% | $137,256-92.1% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 26.56% | 74.59%-48.0pp | 66.58%-40.0pp | 220.34%-193.8pp |
| Employer contribution / active EE | $1,769 | $4,804-63.2% | $4,554-61.1% | $4,156-57.4% |
| Participant deferral / active EE | $2,487 | $8,216-69.7% | $7,897-68.5% | $6,407-61.2% |
| Admin fee / account holder | $168 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |