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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,314 | $96,635-63.5% | $86,612-59.2% | $139,434-74.7% |
| Participation rate | 45.5% | 74.4%-28.9pp | 71.7%-26.2pp | 80.3%-34.9pp |
| Annual return | 15.18% | 106.41%-91.2pp | 591.07%-575.9pp | 372.94%-357.8pp |
| Employer contribution / active EE | $757 | $3,263-76.8% | $3,022-75.0% | $4,751-84.1% |
| Participant deferral / active EE | $757 | $4,836-84.4% | $4,438-83.0% | $6,710-88.7% |
| Admin fee / account holder | $289 | $6,408-95.5% | $5,614-94.9% | $11,403-97.5% |