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 | $5,179 | $65,703-92.1% | $94,224-94.5% | $59,632-91.3% |
| Participation rate | 62.5% | 72.1%-9.6pp | 78.8%-16.3pp | 68.7%-6.2pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $634 | $2,021-68.6% | $3,587-82.3% | $2,203-71.2% |
| Participant deferral / active EE | $1,999 | $3,143-36.4% | $4,320-53.7% | $3,192-37.4% |
| Admin fee / account holder | $30 | $4,264-99.3% | $6,269-99.5% | $4,297-99.3% |