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 6-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 | $14,111 | $176,056-92.0% | $159,436-91.1% | $167,490-91.6% |
| Participation rate | 64.3% | 84.9%-20.7pp | 82.8%-18.5pp | 82.1%-17.8pp |
| Annual return | 22.66% | 331.75%-309.1pp | 263.57%-240.9pp | 478.56%-455.9pp |
| Employer contribution / active EE | $1,735 | $5,297-67.2% | $4,829-64.1% | $4,837-64.1% |
| Participant deferral / active EE | $6,785 | $7,750-12.4% | $7,352-7.7% | $6,341+7.0% |
| Admin fee / account holder | $164 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |