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 5-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 | $29,989 | $135,952-77.9% | $123,892-75.8% | $273,961-89.1% |
| Participation rate | 26.7% | 84.1%-57.4pp | 81.4%-54.7pp | 83.0%-56.3pp |
| Annual return | 10.03% | 56.63%-46.6pp | 47.52%-37.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,329 | $5,170-74.3% | $4,617-71.2% | $4,869-72.7% |
| Participant deferral / active EE | $1,883 | $6,343-70.3% | $5,984-68.5% | $5,287-64.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |