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 6-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 | $10,196 | $96,484-89.4% | $75,886-86.6% | $152,861-93.3% |
| Participation rate | 61.5% | 76.2%-14.7pp | 69.3%-7.7pp | 82.4%-20.9pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,478 | $3,309-55.4% | $2,500-40.9% | $4,762-69.0% |
| Participant deferral / active EE | $4,401 | $4,553-3.3% | $3,603+22.1% | $5,850-24.8% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |