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 | $9,225 | $91,538-89.9% | $129,995-92.9% | $75,163-87.7% |
| Participation rate | 48.2% | 71.4%-23.2pp | 78.5%-30.3pp | 67.2%-19.0pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $976 | $2,845-65.7% | $4,320-77.4% | $2,670-63.4% |
| Participant deferral / active EE | $2,645 | $4,341-39.1% | $5,820-54.5% | $4,125-35.9% |
| Admin fee / account holder | $40 | $6,790-99.4% | $10,614-99.6% | $5,651-99.3% |