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 8-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 | $9,835 | $83,477-88.2% | $125,175-92.1% | $72,985-86.5% |
| Participation rate | 49.3% | 73.3%-24.0pp | 79.8%-30.5pp | 69.5%-20.2pp |
| Annual return | 44.06% | 25.78%+18.3pp | 43.79%+0.3pp | 81.00%-36.9pp |
| Employer contribution / active EE | $962 | $2,345-59.0% | $3,865-75.1% | $2,440-60.6% |
| Participant deferral / active EE | $2,410 | $3,585-32.8% | $4,937-51.2% | $3,607-33.2% |
| Admin fee / account holder | $146 | $5,517-97.4% | $9,702-98.5% | $5,124-97.1% |