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 | $63,679 | $62,891+1.3% | - | $62,891+1.3% |
| Participation rate | 22.5% | 69.3%-46.8pp | - | 69.3%-46.8pp |
| Annual return | 0.00% | 20.14%-20.1pp | - | 20.14%-20.1pp |
| Employer contribution / active EE | $1,862 | $2,281-18.4% | - | $2,281-18.4% |
| Participant deferral / active EE | $806 | $3,203-74.9% | - | $3,203-74.9% |
| Admin fee / account holder | $122 | $4,296-97.2% | - | $4,296-97.2% |