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 10-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 | $5,986 | $84,402-92.9% | $61,373-90.2% | $134,475-95.5% |
| Participation rate | 65.2% | 62.2%+3.0pp | 52.6%+12.6pp | 81.2%-16.0pp |
| Annual return | 0.10% | 584.55%-584.5pp | 338.61%-338.5pp | 417.96%-417.9pp |
| Employer contribution / active EE | $89 | $1,544-94.2% | $1,159-92.3% | $4,740-98.1% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,400-100.0% |
| Admin fee / account holder | $209 | $2,585-91.9% | $2,130-90.2% | $11,426-98.2% |