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 | $4,060 | $42,772-90.5% | $87,507-95.4% | $55,167-92.6% |
| Participation rate | 56.0% | 66.5%-10.5pp | 73.8%-17.9pp | 69.0%-13.0pp |
| Annual return | 0.00% | 21.20%-21.2pp | 12.21%-12.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $451 | $1,277-64.7% | $2,550-82.3% | $1,963-77.0% |
| Participant deferral / active EE | $1,135 | $2,342-51.6% | $3,149-64.0% | $3,054-62.9% |
| Admin fee / account holder | $26 | $461-94.4% | $4,221-99.4% | $504-94.9% |