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 3-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 | $4,961 | $79,944-93.8% | $98,439-95.0% | $75,163-93.4% |
| Participation rate | 63.2% | 70.4%-7.2pp | 75.2%-12.0pp | 67.2%-4.0pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.16%-21.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $732 | $2,264-67.7% | $3,048-76.0% | $2,670-72.6% |
| Participant deferral / active EE | $2,210 | $3,752-41.1% | $4,738-53.4% | $4,125-46.4% |
| Admin fee / account holder | $6 | $6,840-99.9% | $8,948-99.9% | $5,651-99.9% |