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 | $10,370 | $89,355-88.4% | $141,162-92.7% | $72,985-85.8% |
| Participation rate | 54.8% | 75.1%-20.3pp | 82.5%-27.6pp | 69.5%-14.6pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,154 | $3,114-63.0% | $4,735-75.6% | $2,440-52.7% |
| Participant deferral / active EE | $4,372 | $5,418-19.3% | $6,709-34.8% | $3,607+21.2% |
| Admin fee / account holder | $22 | $5,958-99.6% | $10,261-99.8% | $5,124-99.6% |