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 4-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 | $9,786 | $66,402-85.3% | $109,895-91.1% | $85,850-88.6% |
| Participation rate | 40.0% | 63.9%-23.9pp | 74.2%-34.2pp | 69.3%-29.3pp |
| Annual return | 0.00% | 19.59%-19.6pp | 29.45%-29.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $780 | $1,687-53.7% | $2,842-72.5% | $2,565-69.6% |
| Participant deferral / active EE | $1,486 | $2,842-47.7% | $4,048-63.3% | $3,952-62.4% |
| Admin fee / account holder | $13 | $4,557-99.7% | $6,066-99.8% | $6,260-99.8% |