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 7-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 | $17,885 | $84,402-78.8% | $61,373-70.9% | $134,475-86.7% |
| Participation rate | 19.0% | 62.2%-43.2pp | 52.6%-33.5pp | 81.2%-62.2pp |
| Annual return | -20.18% | 584.55%-604.7pp | 338.61%-358.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $106 | $1,544-93.1% | $1,159-90.9% | $4,740-97.8% |
| Participant deferral / active EE | $116 | $2,819-95.9% | $2,125-94.6% | $6,400-98.2% |
| Admin fee / account holder | $58 | $2,585-97.7% | $2,130-97.3% | $11,426-99.5% |