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 3-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 | $341 | $67,823-99.5% | $52,425-99.3% | $137,256-99.8% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 10.57% | 219.11%-208.5pp | 302.12%-291.6pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1 | $1,163-99.9% | $914-99.9% | $4,156-100.0% |
| Participant deferral / active EE | $300 | $2,288-86.9% | $1,790-83.2% | $6,407-95.3% |
| Admin fee / account holder | $133 | $2,844-95.3% | $2,495-94.7% | $12,270-98.9% |