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 8-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 | $21,702 | $167,307-87.0% | $143,757-84.9% | $134,475-83.9% |
| Participation rate | 35.7% | 84.8%-49.1pp | 80.3%-44.6pp | 81.2%-45.5pp |
| Annual return | 163.70% | 0.46%+163.2pp | -0.04%+163.7pp | 417.96%-254.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,096 | $6,446-67.5% | $5,637-62.8% | $6,400-67.2% |
| Admin fee / account holder | $271 | $18,088-98.5% | $14,673-98.2% | $11,426-97.6% |