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 | $9,207 | $54,350-83.1% | $82,719-88.9% | $68,494-86.6% |
| Participation rate | 12.5% | 63.9%-51.4pp | 72.6%-60.1pp | 67.9%-55.4pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $433 | $2,218-80.5% | $3,009-85.6% | $2,596-83.3% |
| Participant deferral / active EE | $765 | $3,246-76.4% | $4,395-82.6% | $4,027-81.0% |
| Admin fee / account holder | $47 | $4,395-98.9% | $5,329-99.1% | $5,403-99.1% |