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 | $5,905 | $108,642-94.6% | $74,701-92.1% | $152,861-96.1% |
| Participation rate | 55.6% | 65.3%-9.8pp | 54.5%+1.1pp | 82.4%-26.9pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,221 | $1,503-18.8% | $1,084+12.7% | $4,762-74.4% |
| Participant deferral / active EE | $2,601 | $2,712-4.1% | $1,964+32.5% | $5,850-55.5% |
| Admin fee / account holder | $212 | $4,902-95.7% | $3,333-93.6% | $11,596-98.2% |