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 | $20,444 | $57,281-64.3% | $86,612-76.4% | $75,163-72.8% |
| Participation rate | 12.5% | 63.2%-50.7pp | 71.7%-59.2pp | 67.2%-54.7pp |
| Annual return | 24.14% | 2670.75%-2646.6pp | 591.07%-566.9pp | 160.62%-136.5pp |
| Employer contribution / active EE | $410 | $2,314-82.3% | $3,022-86.4% | $2,670-84.6% |
| Participant deferral / active EE | $717 | $3,318-78.4% | $4,438-83.8% | $4,125-82.6% |
| Admin fee / account holder | $145 | $4,112-96.5% | $5,614-97.4% | $5,651-97.4% |