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 | $16,068 | $77,634-79.3% | $156,549-89.7% | $62,891-74.5% |
| Participation rate | 26.9% | 71.2%-44.3pp | 84.0%-57.1pp | 69.3%-42.4pp |
| Annual return | 5.75% | 50.32%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $471 | $3,444-86.3% | $5,501-91.4% | $2,281-79.3% |
| Participant deferral / active EE | $381 | $3,045-87.5% | $4,871-92.2% | $3,203-88.1% |
| Admin fee / account holder | $129 | $5,561-97.7% | $13,027-99.0% | $4,296-97.0% |