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 6-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 | $10,547 | $81,248-87.0% | $155,509-93.2% | $80,856-87.0% |
| Participation rate | 22.2% | 66.2%-44.0pp | 78.2%-56.0pp | 67.6%-45.4pp |
| Annual return | 10.89% | 33.31%-22.4pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $421 | $3,100-86.4% | $4,672-91.0% | $2,755-84.7% |
| Participant deferral / active EE | $505 | $3,452-85.4% | $5,626-91.0% | $4,296-88.2% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |