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 5-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 | $7,943 | $90,348-91.2% | $75,972-89.5% | $145,922-94.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 12.11% | 620.88%-608.8pp | 359.55%-347.4pp | 561.29%-549.2pp |
| Employer contribution / active EE | $784 | $3,311-76.3% | $2,685-70.8% | $4,660-83.2% |
| Participant deferral / active EE | $1,040 | $5,162-79.9% | $4,255-75.6% | $6,688-84.5% |
| Admin fee / account holder | $136 | $8,467-98.4% | $6,467-97.9% | $13,397-99.0% |