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 | $54,267 | $64,707-16.1% | $112,228-51.6% | $68,494-20.8% |
| Participation rate | 59.5% | 67.2%-7.7pp | 75.1%-15.6pp | 67.9%-8.4pp |
| Annual return | -8.59% | -11.40%+2.8pp | 27.45%-36.0pp | -7.84%-0.7pp |
| Employer contribution / active EE | $1,308 | $2,746-52.4% | $3,635-64.0% | $2,596-49.6% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $16 | $5,232-99.7% | $6,410-99.8% | $5,403-99.7% |