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 | $1,560 | $29,319-94.7% | $52,425-97.0% | $82,448-98.1% |
| Participation rate | 61.3% | 46.9%+14.4pp | 55.6%+5.7pp | 68.1%-6.8pp |
| Annual return | 17.83% | 535.20%-517.4pp | 302.12%-284.3pp | 41.64%-23.8pp |
| Employer contribution / active EE | $168 | $586-71.4% | $914-81.6% | $2,551-93.4% |
| Participant deferral / active EE | $209 | $1,171-82.1% | $1,790-88.3% | $4,139-94.9% |
| Admin fee / account holder | $10 | $1,962-99.5% | $2,495-99.6% | $7,234-99.9% |