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 7-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 | $11,474 | $48,570-76.4% | $130,648-91.2% | $72,985-84.3% |
| Participation rate | 36.2% | 58.6%-22.3pp | 71.7%-35.5pp | 69.5%-33.3pp |
| Annual return | 0.00% | 38.63%-38.6pp | 1708.96%-1709.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $889 | $1,334-33.4% | $4,092-78.3% | $2,440-63.6% |
| Participant deferral / active EE | $1,320 | $2,384-44.6% | $3,603-63.4% | $3,607-63.4% |
| Admin fee / account holder | $175 | $3,549-95.1% | $5,464-96.8% | $5,124-96.6% |