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 | $29,022 | $98,750-70.6% | $149,696-80.6% | $79,858-63.7% |
| Participation rate | 46.2% | 75.8%-29.6pp | 82.5%-36.3pp | 69.6%-23.5pp |
| Annual return | 25.10% | 27.43%-2.3pp | 276.60%-251.5pp | 31.71%-6.6pp |
| Employer contribution / active EE | $1,013 | $3,216-68.5% | $4,644-78.2% | $2,471-59.0% |
| Participant deferral / active EE | $1,621 | $5,680-71.5% | $6,842-76.3% | $3,740-56.7% |
| Admin fee / account holder | $4 | $6,053-99.9% | $9,309-100.0% | $5,306-99.9% |