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 3-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 | $5,463 | $76,738-92.9% | $56,411-90.3% | $145,922-96.3% |
| Participation rate | 5.0% | 63.2%-58.2pp | 52.5%-47.5pp | 80.3%-75.3pp |
| Annual return | 13.67% | 2994.23%-2980.6pp | 1701.33%-1687.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $60 | $1,380-95.7% | $1,039-94.2% | $4,660-98.7% |
| Participant deferral / active EE | $130 | $2,623-95.0% | $1,952-93.3% | $6,688-98.1% |
| Admin fee / account holder | $55 | $3,334-98.4% | $2,829-98.1% | $13,397-99.6% |