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 | $6,624 | $109,817-94.0% | $98,442-93.3% | $167,490-96.0% |
| Participation rate | 52.6% | 75.8%-23.2pp | 73.3%-20.7pp | 82.1%-29.5pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,333 | $3,224-58.7% | $2,960-55.0% | $4,837-72.4% |
| Participant deferral / active EE | $1,953 | $4,673-58.2% | $4,276-54.3% | $6,341-69.2% |
| Admin fee / account holder | $27 | $6,753-99.6% | $5,949-99.5% | $12,309-99.8% |