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 6-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 | $13,949 | $103,376-86.5% | $87,100-84.0% | $152,861-90.9% |
| Participation rate | 64.3% | 79.3%-15.1pp | 76.9%-12.6pp | 82.4%-18.2pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,826 | $3,220-43.3% | $2,521-27.6% | $4,762-61.7% |
| Participant deferral / active EE | $6,631 | $4,778+38.8% | $4,049+63.8% | $5,850+13.3% |
| Admin fee / account holder | $24 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |