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 3-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 | $530 | $70,606-99.2% | $53,898-99.0% | $142,382-99.6% |
| Participation rate | 57.1% | 63.7%-6.6pp | 55.0%+2.2pp | 80.1%-23.0pp |
| Annual return | 14.20% | 619.81%-605.6pp | 528.60%-514.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $69 | $1,202-94.3% | $932-92.6% | $4,299-98.4% |
| Participant deferral / active EE | $237 | $2,364-90.0% | $1,826-87.0% | $6,507-96.4% |
| Admin fee / account holder | $19 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |