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 | $328 | $81,625-99.6% | $58,482-99.4% | $139,434-99.8% |
| Participation rate | 68.2% | 61.3%+6.9pp | 50.9%+17.3pp | 80.3%-12.1pp |
| Annual return | 181.70% | 7404.20%-7222.5pp | 4239.32%-4057.6pp | 372.94%-191.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $194 | $2,557-92.4% | $1,924-89.9% | $6,710-97.1% |
| Admin fee / account holder | $1 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |