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 4-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 | $4,679 | $142,382-96.7% | $42,613-89.0% | $142,382-96.7% |
| Participation rate | 66.7% | 80.1%-13.5pp | 73.5%-6.9pp | 80.1%-13.5pp |
| Annual return | 18.53% | 217.08%-198.5pp | 19.23%-0.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,006 | $4,299-76.6% | $1,687-40.3% | $4,299-76.6% |
| Participant deferral / active EE | $4,955 | $6,507-23.9% | $4,456+11.2% | $6,507-23.9% |
| Admin fee / account holder | $70 | $12,624-99.4% | $2,621-97.3% | $12,624-99.4% |