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 3-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 | $14,956 | $117,841-87.3% | $102,423-85.4% | $145,922-89.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 20.08% | 31.65%-11.6pp | 29.32%-9.2pp | 561.29%-541.2pp |
| Employer contribution / active EE | $2,103 | $3,615-41.8% | $3,023-30.4% | $4,660-54.9% |
| Participant deferral / active EE | $2,500 | $5,731-56.4% | $5,053-50.5% | $6,688-62.6% |
| Admin fee / account holder | $70 | $13,326-99.5% | $9,451-99.3% | $13,397-99.5% |