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 | $28,107 | $142,405-80.3% | $115,157-75.6% | $152,861-81.6% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 23.80% | 41.48%-17.7pp | 35.60%-11.8pp | 345.32%-321.5pp |
| Employer contribution / active EE | $845 | $4,010-78.9% | $3,179-73.4% | $4,762-82.3% |
| Participant deferral / active EE | $1,056 | $5,164-79.6% | $4,168-74.7% | $5,850-82.0% |
| Admin fee / account holder | $20 | $8,462-99.8% | $7,088-99.7% | $11,596-99.8% |