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 5-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 | $3,960 | $48,265-91.8% | $68,791-94.2% | $68,494-94.2% |
| Participation rate | 65.4% | 60.7%+4.7pp | 69.0%-3.6pp | 67.9%-2.5pp |
| Annual return | 1.24% | -12.71%+13.9pp | -6.38%+7.6pp | -7.84%+9.1pp |
| Employer contribution / active EE | $2,040 | $1,829+11.6% | $2,655-23.2% | $2,596-21.4% |
| Participant deferral / active EE | $1,263 | $2,867-55.9% | $3,941-67.9% | $4,027-68.6% |
| Admin fee / account holder | $42 | $4,355-99.0% | $4,932-99.2% | $5,403-99.2% |