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 | $30,890 | $100,852-69.4% | $90,404-65.8% | $158,922-80.6% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 61.83% | 1724.20%-1662.4pp | 1293.02%-1231.2pp | 302.83%-241.0pp |
| Employer contribution / active EE | $453 | $3,689-87.7% | $3,262-86.1% | $4,761-90.5% |
| Participant deferral / active EE | $516 | $4,348-88.1% | $3,963-87.0% | $5,982-91.4% |
| Admin fee / account holder | $256 | $6,501-96.1% | $5,611-95.4% | $11,246-97.7% |