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 | $26,282 | $77,523-66.1% | $100,383-73.8% | $80,874-67.5% |
| Participation rate | 35.5% | 77.0%-41.5pp | 81.5%-46.0pp | 67.6%-32.2pp |
| Annual return | 17.51% | 37.21%-19.7pp | 49.26%-31.8pp | 35.62%-18.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,296 | $6,822-81.0% | $8,086-84.0% | $4,297-69.8% |
| Admin fee / account holder | $167 | $5,899-97.2% | $7,900-97.9% | $6,935-97.6% |