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 7-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 | $18,714 | $165,335-88.7% | $149,696-87.5% | $158,922-88.2% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 210.72% | 348.15%-137.4pp | 276.60%-65.9pp | 302.83%-92.1pp |
| Employer contribution / active EE | $2,780 | $5,103-45.5% | $4,644-40.1% | $4,761-41.6% |
| Participant deferral / active EE | $5,818 | $7,181-19.0% | $6,842-15.0% | $5,982-2.7% |
| Admin fee / account holder | $47 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |