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 | $2,860 | $176,662-98.4% | $130,648-97.8% | $152,861-98.1% |
| Participation rate | 27.8% | 79.0%-51.2pp | 71.7%-44.0pp | 82.4%-54.7pp |
| Annual return | 29.04% | 2692.24%-2663.2pp | 1708.96%-1679.9pp | 345.32%-316.3pp |
| Employer contribution / active EE | $257 | $5,742-95.5% | $4,092-93.7% | $4,762-94.6% |
| Participant deferral / active EE | $523 | $4,361-88.0% | $3,603-85.5% | $5,850-91.1% |
| Admin fee / account holder | $26 | $7,133-99.6% | $5,464-99.5% | $11,596-99.8% |