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 5-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 | $24,451 | $217,402-88.8% | $185,823-86.8% | $167,490-85.4% |
| Participation rate | 0.0% | 86.0%-86.0pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 30.11% | 148.36%-118.3pp | 122.05%-91.9pp | 478.56%-448.4pp |
| Employer contribution / active EE | $3,945 | $5,873-32.8% | $5,167-23.7% | $4,837-18.4% |
| Participant deferral / active EE | $12,543 | $6,356+97.3% | $5,568+125.3% | $6,341+97.8% |
| Admin fee / account holder | $14 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |