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 | $75,807 | $100,970-24.9% | $96,576-21.5% | $137,256-44.8% |
| Participation rate | 25.0% | 82.6%-57.6pp | 81.4%-56.4pp | 80.0%-55.0pp |
| Annual return | 13.41% | 38.16%-24.7pp | 38.47%-25.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $286 | $3,809-92.5% | $3,553-91.9% | $4,156-93.1% |
| Participant deferral / active EE | $674 | $8,286-91.9% | $7,956-91.5% | $6,407-89.5% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |