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 5-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 | $12,464 | $112,096-88.9% | $95,952-87.0% | $158,922-92.2% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,016 | $3,198-68.2% | $2,541-60.0% | $4,761-78.7% |
| Participant deferral / active EE | $6,743 | $4,784+40.9% | $4,167+61.8% | $5,982+12.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |