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 10-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 | $6,229 | $176,662-96.5% | $130,648-95.2% | $152,861-95.9% |
| Participation rate | 57.9% | 79.0%-21.1pp | 71.7%-13.8pp | 82.4%-24.6pp |
| Annual return | 15.53% | 2692.24%-2676.7pp | 1708.96%-1693.4pp | 345.32%-329.8pp |
| Employer contribution / active EE | $861 | $5,742-85.0% | $4,092-79.0% | $4,762-81.9% |
| Participant deferral / active EE | $1,533 | $4,361-64.9% | $3,603-57.5% | $5,850-73.8% |
| Admin fee / account holder | $45 | $7,133-99.4% | $5,464-99.2% | $11,596-99.6% |