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 | $37 | $47,105-99.9% | $68,368-99.9% | $67,986-99.9% |
| Participation rate | 5.3% | 51.8%-46.5pp | 73.8%-68.5pp | 57.2%-51.9pp |
| Annual return | 21.08% | 48.37%-27.3pp | 292.57%-271.5pp | 31.67%-10.6pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $4,123-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $2,435-100.0% | $5,150-100.0% | $3,203-100.0% |