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 | $5,244 | $88,751-94.1% | $81,812-93.6% | $145,922-96.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 18.34% | 1025.40%-1007.1pp | 773.79%-755.4pp | 561.29%-542.9pp |
| Employer contribution / active EE | $369 | $3,083-88.0% | $2,912-87.3% | $4,660-92.1% |
| Participant deferral / active EE | $558 | $4,643-88.0% | $4,319-87.1% | $6,688-91.7% |
| Admin fee / account holder | $38 | $8,415-99.5% | $7,386-99.5% | $13,397-99.7% |