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 | $10,203 | $42,894-76.2% | $60,874-83.2% | $68,494-85.1% |
| Participation rate | 23.3% | 66.8%-43.5pp | 73.1%-49.8pp | 67.9%-44.6pp |
| Annual return | -14.92% | -13.98%-0.9pp | 16.90%-31.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $458 | $1,978-76.8% | $2,701-83.0% | $2,596-82.3% |
| Participant deferral / active EE | $617 | $2,867-78.5% | $3,817-83.8% | $4,027-84.7% |
| Admin fee / account holder | $16 | $3,101-99.5% | $3,224-99.5% | $5,403-99.7% |