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 7-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 | $2,932 | $28,109-89.6% | $71,086-95.9% | $56,287-94.8% |
| Participation rate | 51.2% | 40.4%+10.7pp | 54.7%-3.5pp | 69.9%-18.7pp |
| Annual return | 0.00% | -615.05%+615.1pp | 650.59%-650.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $691 | $558+23.9% | $1,088-36.5% | $2,111-67.3% |
| Participant deferral / active EE | $955 | $1,116-14.4% | $1,874-49.0% | $3,350-71.5% |
| Admin fee / account holder | $29 | $585-95.0% | $3,082-99.0% | $521-94.4% |