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 | $9,254 | $29,660-68.8% | $56,411-83.6% | $80,856-88.6% |
| Participation rate | 8.8% | 41.6%-32.8pp | 52.5%-43.6pp | 67.6%-58.8pp |
| Annual return | 33.99% | 35.23%-1.2pp | 1701.33%-1667.3pp | 35.59%-1.6pp |
| Employer contribution / active EE | $196 | $669-70.7% | $1,039-81.1% | $2,755-92.9% |
| Participant deferral / active EE | $214 | $1,226-82.6% | $1,952-89.0% | $4,296-95.0% |
| Admin fee / account holder | $127 | $2,428-94.8% | $2,829-95.5% | $6,918-98.2% |