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 4-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 | $520 | $70,606-99.3% | $53,898-99.0% | $142,382-99.6% |
| Participation rate | 53.3% | 63.7%-10.4pp | 55.0%-1.6pp | 80.1%-26.8pp |
| Annual return | 27.79% | 619.81%-592.0pp | 528.60%-500.8pp | 217.08%-189.3pp |
| Employer contribution / active EE | $150 | $1,202-87.5% | $932-83.9% | $4,299-96.5% |
| Participant deferral / active EE | $325 | $2,364-86.3% | $1,826-82.2% | $6,507-95.0% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |