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 | $21,442 | $45,152-52.5% | $73,843-71.0% | $59,632-64.0% |
| Participation rate | 30.8% | 64.0%-33.3pp | 73.4%-42.7pp | 68.7%-37.9pp |
| Annual return | 14.37% | 27.40%-13.0pp | 2267.84%-2253.5pp | 2041.28%-2026.9pp |
| Employer contribution / active EE | $194 | $1,902-89.8% | $2,787-93.0% | $2,203-91.2% |
| Participant deferral / active EE | $483 | $2,574-81.2% | $3,583-86.5% | $3,192-84.9% |
| Admin fee / account holder | $273 | $3,516-92.2% | $4,880-94.4% | $4,297-93.6% |