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 | $6,341 | $99,020-93.6% | $86,590-92.7% | $147,584-95.7% |
| Participation rate | 46.7% | 76.3%-29.7pp | 73.5%-26.9pp | 82.8%-36.2pp |
| Annual return | 19.49% | 1312.34%-1292.8pp | 964.84%-945.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $832 | $3,132-73.4% | $2,839-70.7% | $4,876-82.9% |
| Participant deferral / active EE | $1,516 | $3,972-61.8% | $3,609-58.0% | $5,439-72.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |