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 | $61,738 | $149,040-58.6% | $120,225-48.6% | $137,256-55.0% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 98.56% | 605.68%-507.1pp | 439.23%-340.7pp | 220.34%-121.8pp |
| Employer contribution / active EE | $312 | $4,350-92.8% | $3,475-91.0% | $4,156-92.5% |
| Participant deferral / active EE | $355 | $4,655-92.4% | $3,999-91.1% | $6,407-94.5% |
| Admin fee / account holder | $74 | $6,348-98.8% | $5,696-98.7% | $12,270-99.4% |