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 8-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 | $10,016 | $103,949-90.4% | $69,182-85.5% | $273,961-96.3% |
| Participation rate | 25.0% | 67.4%-42.4pp | 55.1%-30.1pp | 83.0%-58.0pp |
| Annual return | 1.35% | 35.28%-33.9pp | -21.93%+23.3pp | 41.45%-40.1pp |
| Employer contribution / active EE | $200 | $1,783-88.8% | $1,206-83.4% | $4,869-95.9% |
| Participant deferral / active EE | $200 | $2,716-92.6% | $1,897-89.4% | $5,287-96.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |