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 | $46,391 | $102,317-54.7% | $146,958-68.4% | $80,856-42.6% |
| Participation rate | 35.3% | 75.8%-40.5pp | 82.2%-46.9pp | 67.6%-32.3pp |
| Annual return | 15.68% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,671 | $3,713-28.1% | $4,933-45.9% | $2,755-3.0% |
| Participant deferral / active EE | $853 | $6,644-87.2% | $8,070-89.4% | $4,296-80.1% |
| Admin fee / account holder | $1 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |