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 7-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 | $4,483 | $118,919-96.2% | $88,538-94.9% | $152,861-97.1% |
| Participation rate | 46.2% | 73.4%-27.2pp | 68.7%-22.6pp | 82.4%-36.3pp |
| Annual return | 25.45% | 47.92%-22.5pp | 43.64%-18.2pp | 345.32%-319.9pp |
| Employer contribution / active EE | $407 | $2,669-84.7% | $2,098-80.6% | $4,762-91.5% |
| Participant deferral / active EE | $597 | $3,549-83.2% | $2,914-79.5% | $5,850-89.8% |
| Admin fee / account holder | $72 | $5,876-98.8% | $4,310-98.3% | $11,596-99.4% |