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 | $6,575 | $118,849-94.5% | $96,562-93.2% | $167,490-96.1% |
| Participation rate | 64.7% | 75.5%-10.8pp | 69.8%-5.1pp | 82.1%-17.4pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $691 | $3,120-77.9% | $2,356-70.7% | $4,837-85.7% |
| Participant deferral / active EE | $2,558 | $4,616-44.6% | $3,849-33.5% | $6,341-59.7% |
| Admin fee / account holder | $83 | $8,065-99.0% | $6,181-98.7% | $12,309-99.3% |