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 | $10,118 | $105,998-90.5% | $92,233-89.0% | $147,584-93.1% |
| Participation rate | 61.5% | 80.4%-18.9pp | 76.5%-14.9pp | 82.8%-21.3pp |
| Annual return | 21.99% | 50.05%-28.1pp | 176.28%-154.3pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,837 | $4,333-57.6% | $3,679-50.1% | $4,876-62.3% |
| Participant deferral / active EE | $1,443 | $4,478-67.8% | $3,897-63.0% | $5,439-73.5% |
| Admin fee / account holder | $71 | $6,332-98.9% | $5,194-98.6% | $10,885-99.3% |