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 | $7,296 | $52,884-86.2% | $84,750-91.4% | $55,167-86.8% |
| Participation rate | 24.0% | 67.5%-43.6pp | 76.6%-52.6pp | 69.0%-45.0pp |
| Annual return | 0.00% | 18.03%-18.0pp | 22.78%-22.8pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,388 | $2,644-47.5% | $3,712-62.6% | $3,054-54.5% |
| Admin fee / account holder | $97 | $581-83.2% | $5,332-98.2% | $504-80.7% |