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 | $13,397 | $58,927-77.3% | $76,817-82.6% | $72,985-81.6% |
| Participation rate | 65.7% | 67.3%-1.6pp | 72.1%-6.4pp | 69.5%-3.8pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.11%-1166.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $745 | $1,787-58.3% | $2,302-67.7% | $2,440-69.5% |
| Participant deferral / active EE | $2,156 | $2,690-19.9% | $3,336-35.4% | $3,607-40.2% |
| Admin fee / account holder | $150 | $4,013-96.3% | $6,420-97.7% | $5,124-97.1% |