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 4-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 | $7,218 | $111,754-93.5% | $103,333-93.0% | $145,922-95.1% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 70.75% | 24.77%+46.0pp | 24.88%+45.9pp | 561.29%-490.5pp |
| Employer contribution / active EE | $1,018 | $4,212-75.8% | $3,868-73.7% | $4,660-78.1% |
| Participant deferral / active EE | $3,539 | $5,619-37.0% | $5,057-30.0% | $6,688-47.1% |
| Admin fee / account holder | $7 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |