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 | $22,455 | $84,233-73.3% | $170,442-86.8% | $70,131-68.0% |
| Participation rate | 14.5% | 70.8%-56.3pp | 83.6%-69.1pp | 69.5%-55.0pp |
| Annual return | 15.30% | 23.06%-7.8pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $451 | $3,086-85.4% | $4,939-90.9% | $3,332-86.5% |
| Admin fee / account holder | $161 | $5,698-97.2% | $13,880-98.8% | $4,645-96.5% |