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 | $23,054 | $49,451-53.4% | $79,550-71.0% | $66,914-65.5% |
| Participation rate | 30.0% | 61.3%-31.3pp | 69.5%-39.5pp | 69.8%-39.8pp |
| Annual return | -16.07% | 84.25%-100.3pp | 0.16%-16.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $810 | $1,266-36.0% | $2,413-66.4% | $2,544-68.2% |
| Participant deferral / active EE | $1,252 | $3,159-60.4% | $3,985-68.6% | $4,237-70.5% |
| Admin fee / account holder | $269 | $595-54.7% | $6,832-96.1% | $593-54.6% |