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 | $65,676 | $111,754-41.2% | $103,333-36.4% | $145,922-55.0% |
| Participation rate | 17.6% | 77.9%-60.3pp | 74.5%-56.9pp | 80.3%-62.6pp |
| Annual return | 16.52% | 24.77%-8.3pp | 24.88%-8.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $402 | $5,619-92.8% | $5,057-92.0% | $6,688-94.0% |
| Admin fee / account holder | $144 | $9,750-98.5% | $8,355-98.3% | $13,397-98.9% |