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 | $2,939 | $110,502-97.3% | $80,716-96.4% | $167,490-98.2% |
| Participation rate | 25.0% | 64.0%-39.0pp | 54.2%-29.2pp | 82.1%-57.1pp |
| Annual return | 18.18% | 120.54%-102.4pp | 87.28%-69.1pp | 478.56%-460.4pp |
| Employer contribution / active EE | $83 | $1,543-94.6% | $1,160-92.8% | $4,837-98.3% |
| Participant deferral / active EE | $425 | $2,871-85.2% | $2,146-80.2% | $6,341-93.3% |
| Admin fee / account holder | $22 | $4,545-99.5% | $3,380-99.4% | $12,309-99.8% |