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 | $16,791 | $53,127-68.4% | $86,590-80.6% | $70,131-76.1% |
| Participation rate | 25.8% | 65.3%-39.6pp | 73.5%-47.8pp | 69.5%-43.8pp |
| Annual return | 23.08% | 27.66%-4.6pp | 964.84%-941.8pp | 73.14%-50.1pp |
| Employer contribution / active EE | $431 | $2,068-79.2% | $2,839-84.8% | $2,342-81.6% |
| Participant deferral / active EE | $461 | $2,696-82.9% | $3,609-87.2% | $3,332-86.2% |
| Admin fee / account holder | $158 | $3,585-95.6% | $4,906-96.8% | $4,645-96.6% |