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 5-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 | $5,892 | $96,305-93.9% | $80,569-92.7% | $139,434-95.8% |
| Participation rate | 43.8% | 73.6%-29.9pp | 67.0%-23.2pp | 80.3%-36.6pp |
| Annual return | 26.34% | 1350.08%-1323.7pp | 935.43%-909.1pp | 372.94%-346.6pp |
| Employer contribution / active EE | $457 | $3,262-86.0% | $2,723-83.2% | $4,751-90.4% |
| Participant deferral / active EE | $1,078 | $5,232-79.4% | $4,447-75.8% | $6,710-83.9% |
| Admin fee / account holder | $131 | $6,599-98.0% | $5,377-97.6% | $11,403-98.9% |