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 | $64,954 | $135,952-52.2% | $123,892-47.6% | $273,961-76.3% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 8.84% | 56.63%-47.8pp | 47.52%-38.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $966 | $5,170-81.3% | $4,617-79.1% | $4,869-80.2% |
| Participant deferral / active EE | $1,705 | $6,343-73.1% | $5,984-71.5% | $5,287-67.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |