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 | $25,165 | $65,862-61.8% | $124,672-79.8% | $79,386-68.3% |
| Participation rate | 55.5% | 62.2%-6.8pp | 74.6%-19.2pp | 70.7%-15.3pp |
| Annual return | 14.84% | 19.02%-4.2pp | 5142.93%-5128.1pp | 116.85%-102.0pp |
| Employer contribution / active EE | $700 | $1,883-62.8% | $3,324-78.9% | $2,427-71.2% |
| Participant deferral / active EE | $1,038 | $2,772-62.6% | $4,614-77.5% | $4,046-74.4% |
| Admin fee / account holder | $0 | $673-100.0% | $7,493-100.0% | $626-100.0% |