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 | $46,560 | $84,402-44.8% | $61,373-24.1% | $134,475-65.4% |
| Participation rate | 53.8% | 62.2%-8.4pp | 52.6%+1.3pp | 81.2%-27.4pp |
| Annual return | -18.23% | 584.55%-602.8pp | 338.61%-356.8pp | 417.96%-436.2pp |
| Employer contribution / active EE | $43 | $1,544-97.2% | $1,159-96.3% | $4,740-99.1% |
| Participant deferral / active EE | $108 | $2,819-96.2% | $2,125-94.9% | $6,400-98.3% |
| Admin fee / account holder | $15 | $2,585-99.4% | $2,130-99.3% | $11,426-99.9% |