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 | $72,400 | $153,772-52.9% | $133,980-46.0% | $273,961-73.6% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.1%-47.1pp | 83.0%-43.0pp |
| Annual return | 7.36% | 36.51%-29.2pp | 29.30%-21.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,295 | $6,029-78.5% | $5,211-75.2% | $4,869-73.4% |
| Participant deferral / active EE | $2,043 | $6,958-70.6% | $6,282-67.5% | $5,287-61.4% |
| Admin fee / account holder | $46 | $11,765-99.6% | $9,324-99.5% | $10,132-99.5% |