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 | $2,698 | $30,588-91.2% | $53,898-95.0% | $85,563-96.8% |
| Participation rate | 33.7% | 26.3%+7.3pp | 55.0%-21.3pp | 66.0%-32.3pp |
| Annual return | 30.76% | 50.42%-19.7pp | 528.60%-497.8pp | 31.51%-0.8pp |
| Employer contribution / active EE | $111 | $436-74.5% | $932-88.1% | $2,654-95.8% |
| Participant deferral / active EE | $347 | $848-59.1% | $1,826-81.0% | $4,375-92.1% |
| Admin fee / account holder | $75 | $1,879-96.0% | $2,491-97.0% | $834-91.0% |