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 | $176,482 | $167,484+5.4% | $151,611+16.4% | $134,475+31.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,067 | $6,829-69.7% | $6,166-66.5% | $4,740-56.4% |
| Participant deferral / active EE | $2,583 | $8,986-71.3% | $8,363-69.1% | $6,400-59.6% |
| Admin fee / account holder | $12 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |