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 | $3,086 | $99,020-96.9% | $86,590-96.4% | $147,584-97.9% |
| Participation rate | 63.6% | 76.3%-12.7pp | 73.5%-9.9pp | 82.8%-19.2pp |
| Annual return | 67.39% | 1312.34%-1244.9pp | 964.84%-897.5pp | 578.55%-511.2pp |
| Employer contribution / active EE | $301 | $3,132-90.4% | $2,839-89.4% | $4,876-93.8% |
| Participant deferral / active EE | $1,590 | $3,972-60.0% | $3,609-55.9% | $5,439-70.8% |
| Admin fee / account holder | $42 | $5,710-99.3% | $4,906-99.1% | $10,885-99.6% |