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 3-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 | $8,338 | $163,101-94.9% | $136,749-93.9% | $142,382-94.1% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 19.78% | 27.54%-7.8pp | 24.33%-4.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $880 | $4,117-78.6% | $3,400-74.1% | $4,299-79.5% |
| Participant deferral / active EE | $1,384 | $5,585-75.2% | $4,692-70.5% | $6,507-78.7% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |