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 | $9,336 | $89,753-89.6% | $107,525-91.3% | $84,808-89.0% |
| Participation rate | 41.7% | 68.1%-26.4pp | 75.1%-33.4pp | 68.3%-26.6pp |
| Annual return | 0.00% | 29.48%-29.5pp | 181.32%-181.3pp | 40.90%-40.9pp |
| Employer contribution / active EE | $1,091 | $3,113-65.0% | $3,754-70.9% | $2,631-58.5% |
| Participant deferral / active EE | $3,075 | $4,056-24.2% | $5,116-39.9% | $4,212-27.0% |
| Admin fee / account holder | $53 | $7,222-99.3% | $8,919-99.4% | $7,344-99.3% |