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 9-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 | $9,116 | $74,888-87.8% | $71,209-87.2% | $142,382-93.6% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 22.18% | 345.14%-323.0pp | 282.51%-260.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $447 | $2,854-84.3% | $2,721-83.6% | $4,299-89.6% |
| Participant deferral / active EE | $541 | $4,454-87.9% | $4,175-87.0% | $6,507-91.7% |
| Admin fee / account holder | $263 | $5,568-95.3% | $5,349-95.1% | $12,624-97.9% |