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 | $12,064 | $115,770-89.6% | $101,248-88.1% | $158,922-92.4% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 20.90% | 56.14%-35.2pp | 46.47%-25.6pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,078 | $4,175-74.2% | $3,660-70.5% | $4,761-77.3% |
| Participant deferral / active EE | $1,922 | $4,957-61.2% | $4,370-56.0% | $5,982-67.9% |
| Admin fee / account holder | $164 | $7,245-97.7% | $5,945-97.2% | $11,246-98.5% |