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 | $22,831 | $48,364-52.8% | $71,796-68.2% | $62,891-63.7% |
| Participation rate | 65.0% | 60.6%+4.4pp | 69.1%-4.1pp | 69.3%-4.3pp |
| Annual return | 5.62% | 13.16%-7.5pp | 78.04%-72.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $379 | $1,042-63.7% | $1,924-80.3% | $2,281-83.4% |
| Participant deferral / active EE | $831 | $2,091-60.3% | $2,794-70.3% | $3,203-74.1% |
| Admin fee / account holder | $106 | $3,771-97.2% | $4,815-97.8% | $4,296-97.5% |