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 | $76,638 | $155,788-50.8% | $124,672-38.5% | $167,490-54.2% |
| Participation rate | 30.0% | 81.1%-51.1pp | 74.6%-44.6pp | 82.1%-52.1pp |
| Annual return | 16.11% | 17.97%-1.9pp | 5142.93%-5126.8pp | 478.56%-462.4pp |
| Employer contribution / active EE | $0 | $4,163-100.0% | $3,324-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,321 | $5,673-76.7% | $4,614-71.4% | $6,341-79.2% |
| Admin fee / account holder | $83 | $9,531-99.1% | $7,493-98.9% | $12,309-99.3% |