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 | $14,662 | $95,862-84.7% | $79,550-81.6% | $134,475-89.1% |
| Participation rate | 15.8% | 75.0%-59.2pp | 69.5%-53.7pp | 81.2%-65.4pp |
| Annual return | -18.02% | -2.69%-15.3pp | 0.16%-18.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $315 | $4,693-93.3% | $3,985-92.1% | $6,400-95.1% |
| Admin fee / account holder | $73 | $9,126-99.2% | $6,832-98.9% | $11,426-99.4% |