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 | $50,920 | $77,634-34.4% | $156,549-67.5% | $62,891-19.0% |
| Participation rate | 20.6% | 71.2%-50.6pp | 84.0%-63.4pp | 69.3%-48.7pp |
| Annual return | 4.77% | 50.32%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $783 | $3,045-74.3% | $4,871-83.9% | $3,203-75.6% |
| Admin fee / account holder | $270 | $5,561-95.1% | $13,027-97.9% | $4,296-93.7% |