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 | $5,660 | $73,004-92.2% | $90,749-93.8% | $68,494-91.7% |
| Participation rate | 52.8% | 70.8%-18.1pp | 75.7%-22.9pp | 67.9%-15.1pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $526 | $2,193-76.0% | $2,921-82.0% | $2,596-79.7% |
| Participant deferral / active EE | $1,797 | $3,627-50.5% | $4,564-60.6% | $4,027-55.4% |
| Admin fee / account holder | $229 | $5,896-96.1% | $8,445-97.3% | $5,403-95.8% |