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 | $8,193 | $29,319-72.1% | $52,425-84.4% | $82,448-90.1% |
| Participation rate | 6.8% | 46.9%-40.0pp | 55.6%-48.8pp | 68.1%-61.2pp |
| Annual return | 22.74% | 535.20%-512.5pp | 302.12%-279.4pp | 41.64%-18.9pp |
| Employer contribution / active EE | $75 | $586-87.2% | $914-91.8% | $2,551-97.0% |
| Participant deferral / active EE | $94 | $1,171-92.0% | $1,790-94.7% | $4,139-97.7% |
| Admin fee / account holder | $65 | $1,962-96.7% | $2,495-97.4% | $7,234-99.1% |