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 | $6,944 | $76,552-90.9% | $123,892-94.4% | $62,891-89.0% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 860.28% | 18.68%+841.6pp | 47.52%+812.8pp | 20.14%+840.1pp |
| Employer contribution / active EE | $1,013 | $2,883-64.8% | $4,617-78.1% | $2,281-55.6% |
| Participant deferral / active EE | $3,238 | $4,840-33.1% | $5,984-45.9% | $3,203+1.1% |
| Admin fee / account holder | $54 | $4,826-98.9% | $8,357-99.4% | $4,296-98.8% |