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 | $31,754 | $105,859-70.0% | $90,160-64.8% | $147,584-78.5% |
| Participation rate | 47.8% | 79.7%-31.9pp | 76.9%-29.1pp | 82.8%-35.0pp |
| Annual return | 14.51% | 37.63%-23.1pp | 34.88%-20.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,101 | $4,126-73.3% | $3,318-66.8% | $4,876-77.4% |
| Participant deferral / active EE | $1,615 | $5,733-71.8% | $5,288-69.5% | $5,439-70.3% |
| Admin fee / account holder | $237 | $8,046-97.1% | $5,943-96.0% | $10,885-97.8% |