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 | $45,583 | $108,919-58.1% | $100,391-54.6% | $145,922-68.8% |
| Participation rate | 42.9% | 82.9%-40.1pp | 81.5%-38.6pp | 80.3%-37.4pp |
| Annual return | 12.62% | 57.88%-45.3pp | 49.20%-36.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $930 | $4,419-78.9% | $3,942-76.4% | $4,660-80.0% |
| Participant deferral / active EE | $1,093 | $8,445-87.1% | $8,082-86.5% | $6,688-83.7% |
| Admin fee / account holder | $30 | $9,689-99.7% | $7,899-99.6% | $13,397-99.8% |