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 | $22,504 | $72,400-68.9% | $67,502-66.7% | $145,922-84.6% |
| Participation rate | 23.5% | 76.9%-53.3pp | 72.9%-49.3pp | 80.3%-56.7pp |
| Annual return | 11.93% | 7182.46%-7170.5pp | 3512.12%-3500.2pp | 561.29%-549.4pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $711 | $4,783-85.1% | $4,000-82.2% | $6,688-89.4% |
| Admin fee / account holder | $183 | $5,539-96.7% | $3,998-95.4% | $13,397-98.6% |