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 | $37,580 | $70,606-46.8% | $53,898-30.3% | $142,382-73.6% |
| Participation rate | 16.7% | 63.7%-47.0pp | 55.0%-38.3pp | 80.1%-63.5pp |
| Annual return | 11.89% | 619.81%-607.9pp | 528.60%-516.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $89 | $1,202-92.6% | $932-90.5% | $4,299-97.9% |
| Participant deferral / active EE | $138 | $2,364-94.2% | $1,826-92.4% | $6,507-97.9% |
| Admin fee / account holder | $200 | $2,852-93.0% | $2,491-92.0% | $12,624-98.4% |