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 | $29,955 | $56,199-46.7% | $67,652-55.7% | $59,632-49.8% |
| Participation rate | 68.1% | 71.5%-3.4pp | 75.7%-7.6pp | 68.7%-0.6pp |
| Annual return | -0.34% | 18505.31%-18505.7pp | 6625.04%-6625.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $336 | $1,614-79.2% | $2,266-85.2% | $2,203-84.7% |
| Participant deferral / active EE | $876 | $2,844-69.2% | $3,560-75.4% | $3,192-72.5% |
| Admin fee / account holder | $36 | $3,958-99.1% | $4,821-99.2% | $4,297-99.2% |