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 | $75,693 | $106,515-28.9% | $96,683-21.7% | $139,434-45.7% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 22.39% | 38.43%-16.0pp | 35.69%-13.3pp | 372.94%-350.6pp |
| Employer contribution / active EE | $919 | $4,103-77.6% | $3,737-75.4% | $4,751-80.7% |
| Participant deferral / active EE | $1,090 | $5,454-80.0% | $4,878-77.7% | $6,710-83.8% |
| Admin fee / account holder | $248 | $7,877-96.9% | $6,730-96.3% | $11,403-97.8% |