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 | $16,362 | $54,762-70.1% | $90,281-81.9% | $72,985-77.6% |
| Participation rate | 10.4% | 65.1%-54.7pp | 73.3%-62.9pp | 69.5%-59.1pp |
| Annual return | 31.63% | 30.63%+1.0pp | 78.10%-46.5pp | 81.00%-49.4pp |
| Employer contribution / active EE | $873 | $2,092-58.3% | $2,854-69.4% | $2,440-64.2% |
| Participant deferral / active EE | $501 | $2,887-82.7% | $3,885-87.1% | $3,607-86.1% |
| Admin fee / account holder | $82 | $3,972-97.9% | $5,351-98.5% | $5,124-98.4% |