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 | $10,648 | $183,519-94.2% | $155,509-93.2% | $145,922-92.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 29.78% | 61.17%-31.4pp | 64.67%-34.9pp | 561.29%-531.5pp |
| Employer contribution / active EE | $2,172 | $5,313-59.1% | $4,672-53.5% | $4,660-53.4% |
| Participant deferral / active EE | $4,432 | $6,462-31.4% | $5,626-21.2% | $6,688-33.7% |
| Admin fee / account holder | $271 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |