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 | $14,478 | $176,056-91.8% | $159,436-90.9% | $167,490-91.4% |
| Participation rate | 68.2% | 84.9%-16.8pp | 82.8%-14.6pp | 82.1%-13.9pp |
| Annual return | 19.27% | 331.75%-312.5pp | 263.57%-244.3pp | 478.56%-459.3pp |
| Employer contribution / active EE | $2,260 | $5,297-57.3% | $4,829-53.2% | $4,837-53.3% |
| Participant deferral / active EE | $3,606 | $7,750-53.5% | $7,352-51.0% | $6,341-43.1% |
| Admin fee / account holder | $132 | $12,554-98.9% | $10,799-98.8% | $12,309-98.9% |