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 7-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 | $671 | $108,642-99.4% | $74,701-99.1% | $152,861-99.6% |
| Participation rate | 0.0% | 65.3%-65.3pp | 54.5%-54.5pp | 82.4%-82.4pp |
| Annual return | 2.34% | 114.06%-111.7pp | 752.92%-750.6pp | 345.32%-343.0pp |
| Employer contribution / active EE | $73 | $1,503-95.1% | $1,084-93.3% | $4,762-98.5% |
| Participant deferral / active EE | $73 | $2,712-97.3% | $1,964-96.3% | $5,850-98.8% |
| Admin fee / account holder | $3 | $4,902-99.9% | $3,333-99.9% | $11,596-100.0% |