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 5-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 | $10,430 | $92,703-88.7% | $82,719-87.4% | $134,475-92.2% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | 1.76% | 944.92%-943.2pp | 701.18%-699.4pp | 417.96%-416.2pp |
| Employer contribution / active EE | $479 | $3,274-85.4% | $3,009-84.1% | $4,740-89.9% |
| Participant deferral / active EE | $599 | $4,802-87.5% | $4,395-86.4% | $6,400-90.6% |
| Admin fee / account holder | $40 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |