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 | $4,051 | $58,828-93.1% | $77,999-94.8% | $62,891-93.6% |
| Participation rate | 37.5% | 71.1%-33.6pp | 75.5%-38.0pp | 69.3%-31.8pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.96%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $767 | $1,672-54.1% | $2,470-69.0% | $2,281-66.4% |
| Participant deferral / active EE | $1,626 | $2,686-39.5% | $3,497-53.5% | $3,203-49.2% |
| Admin fee / account holder | $245 | $4,393-94.4% | $5,480-95.5% | $4,296-94.3% |