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 | $11,436 | $95,193-88.0% | $76,523-85.1% | $135,375-91.6% |
| Participation rate | 42.9% | 74.4%-31.5pp | 68.0%-25.1pp | 82.6%-39.8pp |
| Annual return | -8.98% | 4.85%-13.8pp | -0.27%-8.7pp | 519.73%-528.7pp |
| Employer contribution / active EE | $204 | $3,302-93.8% | $2,647-92.3% | $4,779-95.7% |
| Participant deferral / active EE | $1,933 | $4,639-58.3% | $3,835-49.6% | $5,609-65.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |