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 6-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 | $88,375 | $197,591-55.3% | $177,821-50.3% | $158,922-44.4% |
| Participation rate | 20.0% | 88.5%-68.5pp | 87.7%-67.7pp | 82.0%-62.0pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $14,675 | $6,697+119.1% | $5,918+148.0% | $4,761+208.2% |
| Participant deferral / active EE | $3,000 | $8,405-64.3% | $7,714-61.1% | $5,982-49.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |