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 | $8,275 | $111,724-92.6% | $93,606-91.2% | $145,922-94.3% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 22.18% | 202.98%-180.8pp | 133.20%-111.0pp | 561.29%-539.1pp |
| Employer contribution / active EE | $783 | $3,090-74.7% | $2,420-67.6% | $4,660-83.2% |
| Participant deferral / active EE | $1,421 | $4,912-71.1% | $4,411-67.8% | $6,688-78.8% |
| Admin fee / account holder | $9 | $10,250-99.9% | $8,285-99.9% | $13,397-99.9% |