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 | $8,283 | $102,604-91.9% | $86,188-90.4% | $139,434-94.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 28.47% | 1922.51%-1894.0pp | 1168.45%-1140.0pp | 372.94%-344.5pp |
| Employer contribution / active EE | $1,315 | $3,032-56.6% | $2,380-44.8% | $4,751-72.3% |
| Participant deferral / active EE | $2,123 | $4,676-54.6% | $3,985-46.7% | $6,710-68.4% |
| Admin fee / account holder | $59 | $8,657-99.3% | $6,852-99.1% | $11,403-99.5% |