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 | $7,610 | $37,426-79.7% | $77,482-90.2% | $79,858-90.5% |
| Participation rate | 18.9% | 41.5%-22.6pp | 54.2%-35.2pp | 69.6%-50.7pp |
| Annual return | 17.95% | 39.70%-21.7pp | 54.79%-36.8pp | 31.71%-13.8pp |
| Employer contribution / active EE | $223 | $637-65.0% | $986-77.4% | $2,471-91.0% |
| Participant deferral / active EE | $314 | $1,260-75.1% | $1,861-83.1% | $3,740-91.6% |
| Admin fee / account holder | $95 | $2,504-96.2% | $2,858-96.7% | $5,306-98.2% |