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 | $27,235 | $54,350-49.9% | $82,719-67.1% | $68,494-60.2% |
| Participation rate | 37.8% | 63.9%-26.1pp | 72.6%-34.7pp | 67.9%-30.1pp |
| Annual return | -17.32% | -13.67%-3.7pp | 701.18%-718.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $450 | $2,218-79.7% | $3,009-85.0% | $2,596-82.7% |
| Participant deferral / active EE | $618 | $3,246-81.0% | $4,395-85.9% | $4,027-84.7% |
| Admin fee / account holder | $300 | $4,395-93.2% | $5,329-94.4% | $5,403-94.4% |