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 | $2,269 | $65,246-96.5% | $98,716-97.7% | $67,986-96.7% |
| Participation rate | 1.9% | 51.4%-49.6pp | 69.3%-67.4pp | 57.2%-55.4pp |
| Annual return | 15.03% | 20.58%-5.5pp | 31.81%-16.8pp | 31.67%-16.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,594-100.0% | $4,048-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,561-100.0% | $8,703-100.0% | $3,203-100.0% |