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 | $14,602 | $150,440-90.3% | $136,294-89.3% | $147,584-90.1% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 105.15% | 1049.08%-943.9pp | 5155.94%-5050.8pp | 578.55%-473.4pp |
| Employer contribution / active EE | $2,522 | $5,256-52.0% | $4,695-46.3% | $4,876-48.3% |
| Participant deferral / active EE | $3,827 | $6,630-42.3% | $6,247-38.7% | $5,439-29.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |