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 4-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 | $0 | $70,669-100.0% | $169,368-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 64.8%-64.8pp | 77.1%-77.1pp | 67.2%-67.2pp |
| Annual return | 18.81% | 36.36%-17.5pp | 405.60%-386.8pp | 160.62%-141.8pp |
| Employer contribution / active EE | $787 | $2,211-64.4% | $4,013-80.4% | $2,670-70.5% |
| Participant deferral / active EE | $1,242 | $4,311-71.2% | $6,221-80.0% | $4,125-69.9% |
| Admin fee / account holder | $0 | $5,402-100.0% | $9,003-100.0% | $5,651-100.0% |