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 | $8,699 | $67,823-87.2% | $52,425-83.4% | $137,256-93.7% |
| Participation rate | 8.7% | 63.9%-55.2pp | 55.6%-46.9pp | 80.0%-71.3pp |
| Annual return | 23.77% | 219.11%-195.3pp | 302.12%-278.4pp | 220.34%-196.6pp |
| Employer contribution / active EE | $54 | $1,163-95.3% | $914-94.1% | $4,156-98.7% |
| Participant deferral / active EE | $115 | $2,288-95.0% | $1,790-93.6% | $6,407-98.2% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |