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 | $7,071 | $48,265-85.4% | $68,791-89.7% | $68,494-89.7% |
| Participation rate | 34.1% | 60.7%-26.6pp | 69.0%-34.9pp | 67.9%-33.8pp |
| Annual return | -18.09% | -12.71%-5.4pp | -6.38%-11.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $498 | $1,829-72.8% | $2,655-81.2% | $2,596-80.8% |
| Participant deferral / active EE | $1,934 | $2,867-32.5% | $3,941-50.9% | $4,027-52.0% |
| Admin fee / account holder | $151 | $4,355-96.5% | $4,932-96.9% | $5,403-97.2% |