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 | $8,693 | $111,535-92.2% | $105,223-91.7% | $137,256-93.7% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 21.44% | 237.85%-216.4pp | 180.65%-159.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,005 | $3,939-74.5% | $3,689-72.8% | $4,156-75.8% |
| Participant deferral / active EE | $1,177 | $5,500-78.6% | $5,072-76.8% | $6,407-81.6% |
| Admin fee / account holder | $23 | $9,721-99.8% | $8,859-99.7% | $12,270-99.8% |