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 | $11,422 | $226,064-94.9% | $182,532-93.7% | $152,861-92.5% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.0%-20.8pp | 82.4%-25.3pp |
| Annual return | 29.50% | 192.51%-163.0pp | 148.54%-119.0pp | 345.32%-315.8pp |
| Employer contribution / active EE | $913 | $4,978-81.7% | $4,076-77.6% | $4,762-80.8% |
| Participant deferral / active EE | $1,726 | $6,368-72.9% | $5,524-68.8% | $5,850-70.5% |
| Admin fee / account holder | $14 | $10,703-99.9% | $8,592-99.8% | $11,596-99.9% |