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 8-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 | $6,088 | $96,484-93.7% | $75,886-92.0% | $152,861-96.0% |
| Participation rate | 42.9% | 76.2%-33.3pp | 69.3%-26.4pp | 82.4%-39.6pp |
| Annual return | 30.02% | 33.98%-4.0pp | 30.76%-0.7pp | 345.32%-315.3pp |
| Employer contribution / active EE | $558 | $3,309-83.1% | $2,500-77.7% | $4,762-88.3% |
| Participant deferral / active EE | $1,116 | $4,553-75.5% | $3,603-69.0% | $5,850-80.9% |
| Admin fee / account holder | $62 | $8,078-99.2% | $5,418-98.9% | $11,596-99.5% |