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 5-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 | $656 | $81,625-99.2% | $58,482-98.9% | $139,434-99.5% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 354.26% | 7404.20%-7049.9pp | 4239.32%-3885.1pp | 372.94%-18.7pp |
| Employer contribution / active EE | $63 | $1,398-95.5% | $1,053-94.0% | $4,751-98.7% |
| Participant deferral / active EE | $248 | $2,557-90.3% | $1,924-87.1% | $6,710-96.3% |
| Admin fee / account holder | $1 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |