Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $1,425 | $29,319-95.1% | $52,425-97.3% | $82,448-98.3% |
| Participation rate | 11.5% | 46.9%-35.3pp | 55.6%-44.1pp | 68.1%-56.5pp |
| Annual return | 34.26% | 535.20%-500.9pp | 302.12%-267.9pp | 41.64%-7.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $102 | $1,171-91.3% | $1,790-94.3% | $4,139-97.5% |
| Admin fee / account holder | $65 | $1,962-96.7% | $2,495-97.4% | $7,234-99.1% |