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 | $10,124 | $99,020-89.8% | $86,590-88.3% | $147,584-93.1% |
| Participation rate | 45.5% | 76.3%-30.9pp | 73.5%-28.1pp | 82.8%-37.4pp |
| Annual return | 31.48% | 1312.34%-1280.9pp | 964.84%-933.4pp | 578.55%-547.1pp |
| Employer contribution / active EE | $826 | $3,132-73.6% | $2,839-70.9% | $4,876-83.1% |
| Participant deferral / active EE | $3,697 | $3,972-6.9% | $3,609+2.4% | $5,439-32.0% |
| Admin fee / account holder | $13 | $5,710-99.8% | $4,906-99.7% | $10,885-99.9% |