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 | $5,137 | $73,933-93.1% | $96,683-94.7% | $75,163-93.2% |
| Participation rate | 38.1% | 66.4%-28.3pp | 74.3%-36.2pp | 67.2%-29.1pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,083 | $2,928-63.0% | $3,737-71.0% | $2,670-59.4% |
| Participant deferral / active EE | $1,565 | $3,659-57.2% | $4,878-67.9% | $4,125-62.1% |
| Admin fee / account holder | $84 | $5,216-98.4% | $6,730-98.7% | $5,651-98.5% |