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 | $55,237 | $73,638-25.0% | $108,410-49.0% | $79,386-30.4% |
| Participation rate | 45.4% | 77.4%-32.0pp | 80.1%-34.8pp | 70.7%-25.3pp |
| Annual return | 18.68% | 33.27%-14.6pp | 905.27%-886.6pp | 116.85%-98.2pp |
| Employer contribution / active EE | $1,451 | $2,397-39.4% | $3,558-59.2% | $2,427-40.2% |
| Participant deferral / active EE | $2,926 | $6,218-52.9% | $6,563-55.4% | $4,046-27.7% |
| Admin fee / account holder | $93 | $638-85.5% | $7,295-98.7% | $626-85.2% |