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 6-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 | $9,572 | $59,839-84.0% | $81,983-88.3% | $79,858-88.0% |
| Participation rate | 23.3% | 61.6%-38.4pp | 69.2%-46.0pp | 69.6%-46.4pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $450 | $1,713-73.7% | $2,498-82.0% | $2,471-81.8% |
| Participant deferral / active EE | $1,762 | $2,695-34.6% | $3,722-52.7% | $3,740-52.9% |
| Admin fee / account holder | $6 | $4,287-99.9% | $5,664-99.9% | $5,306-99.9% |