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 | $58,116 | $106,584-45.5% | $101,326-42.6% | $142,382-59.2% |
| Participation rate | 42.9% | 82.7%-39.8pp | 81.5%-38.6pp | 80.1%-37.3pp |
| Annual return | 16.50% | 36.93%-20.4pp | 36.82%-20.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $986 | $3,956-75.1% | $3,665-73.1% | $4,299-77.1% |
| Participant deferral / active EE | $1,162 | $8,297-86.0% | $7,994-85.5% | $6,507-82.1% |
| Admin fee / account holder | $40 | $11,446-99.7% | $11,185-99.6% | $12,624-99.7% |