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 4-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 | $26,328 | $159,901-83.5% | $146,958-82.1% | $145,922-82.0% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 15.17% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,508 | $5,286-71.5% | $4,933-69.4% | $4,660-67.6% |
| Participant deferral / active EE | $1,833 | $8,428-78.3% | $8,070-77.3% | $6,688-72.6% |
| Admin fee / account holder | $203 | $15,044-98.6% | $12,998-98.4% | $13,397-98.5% |