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 6-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 | $14,779 | $100,754-85.3% | $86,677-82.9% | $134,475-89.0% |
| Participation rate | 0.0% | 78.9%-78.9pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -18.51% | 29.04%-47.5pp | 35.91%-54.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,779 | $3,489-49.0% | $2,836-37.3% | $4,740-62.5% |
| Participant deferral / active EE | $6,447 | $5,338+20.8% | $4,656+38.5% | $6,400+0.7% |
| Admin fee / account holder | $78 | $10,926-99.3% | $7,493-99.0% | $11,426-99.3% |