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 3-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 | $13,098 | $114,381-88.5% | $107,525-87.8% | $142,382-90.8% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.1%-21.7pp | 80.1%-26.8pp |
| Annual return | 21.89% | 242.71%-220.8pp | 181.32%-159.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $966 | $4,015-75.9% | $3,754-74.3% | $4,299-77.5% |
| Participant deferral / active EE | $1,270 | $5,564-77.2% | $5,116-75.2% | $6,507-80.5% |
| Admin fee / account holder | $12 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |