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 | $9,050 | $29,319-69.1% | $52,425-82.7% | $82,448-89.0% |
| Participation rate | 2.2% | 46.9%-44.7pp | 55.6%-53.4pp | 68.1%-65.9pp |
| Annual return | 20.04% | 535.20%-515.2pp | 302.12%-282.1pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $99 | $1,171-91.6% | $1,790-94.5% | $4,139-97.6% |
| Admin fee / account holder | $28 | $1,962-98.6% | $2,495-98.9% | $7,234-99.6% |