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 9-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 | $17,669 | $152,587-88.4% | $125,175-85.9% | $152,861-88.4% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 30.36% | 54.84%-24.5pp | 43.79%-13.4pp | 345.32%-315.0pp |
| Employer contribution / active EE | $1,523 | $4,946-69.2% | $3,865-60.6% | $4,762-68.0% |
| Participant deferral / active EE | $2,823 | $5,868-51.9% | $4,937-42.8% | $5,850-51.7% |
| Admin fee / account holder | $15 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |