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 5-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 | $7,006 | $96,635-92.8% | $86,612-91.9% | $139,434-95.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 24.01% | 106.41%-82.4pp | 591.07%-567.1pp | 372.94%-348.9pp |
| Employer contribution / active EE | $609 | $3,263-81.3% | $3,022-79.9% | $4,751-87.2% |
| Participant deferral / active EE | $762 | $4,836-84.3% | $4,438-82.8% | $6,710-88.7% |
| Admin fee / account holder | $3 | $6,408-100.0% | $5,614-99.9% | $11,403-100.0% |