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 8-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 | $2,247 | $108,642-97.9% | $74,701-97.0% | $152,861-98.5% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 31.63% | 114.06%-82.4pp | 752.92%-721.3pp | 345.32%-313.7pp |
| Employer contribution / active EE | $196 | $1,503-87.0% | $1,084-81.9% | $4,762-95.9% |
| Participant deferral / active EE | $245 | $2,712-91.0% | $1,964-87.5% | $5,850-95.8% |
| Admin fee / account holder | $24 | $4,902-99.5% | $3,333-99.3% | $11,596-99.8% |