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 3-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 | $56,630 | $112,729-49.8% | $98,716-42.6% | $137,256-58.7% |
| Participation rate | 5.6% | 74.2%-68.7pp | 69.3%-63.7pp | 80.0%-74.4pp |
| Annual return | 19.62% | 38.48%-18.9pp | 31.81%-12.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,031 | $2,725-62.2% | $2,279-54.7% | $4,156-75.2% |
| Participant deferral / active EE | $556 | $4,640-88.0% | $4,048-86.3% | $6,407-91.3% |
| Admin fee / account holder | $212 | $10,129-97.9% | $8,703-97.6% | $12,270-98.3% |