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 10-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 | $23,664 | $144,119-83.6% | $117,854-79.9% | $147,584-84.0% |
| Participation rate | 61.9% | 83.4%-21.5pp | 79.7%-17.8pp | 82.8%-20.9pp |
| Annual return | 15.34% | 531.15%-515.8pp | 335.08%-319.7pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,517 | $4,896-69.0% | $3,786-59.9% | $4,876-68.9% |
| Participant deferral / active EE | $2,851 | $5,316-46.4% | $4,482-36.4% | $5,439-47.6% |
| Admin fee / account holder | $190 | $10,886-98.3% | $8,020-97.6% | $10,885-98.3% |