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 | $32,602 | $104,251-68.7% | $91,001-64.2% | $147,584-77.9% |
| Participation rate | 45.5% | 78.2%-32.8pp | 75.6%-30.1pp | 82.8%-37.4pp |
| Annual return | 14.48% | 27.06%-12.6pp | 4.60%+9.9pp | 578.55%-564.1pp |
| Employer contribution / active EE | $558 | $3,116-82.1% | $2,456-77.3% | $4,876-88.6% |
| Participant deferral / active EE | $558 | $4,195-86.7% | $3,547-84.3% | $5,439-89.7% |
| Admin fee / account holder | $236 | $8,948-97.4% | $5,417-95.7% | $10,885-97.8% |