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 | $49,043 | $112,096-56.2% | $95,952-48.9% | $158,922-69.1% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | 12.25% | 171.09%-158.8pp | 91.61%-79.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $732 | $3,198-77.1% | $2,541-71.2% | $4,761-84.6% |
| Participant deferral / active EE | $732 | $4,784-84.7% | $4,167-82.4% | $5,982-87.8% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |