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 | $26,213 | $63,346-58.6% | $92,233-71.6% | $70,131-62.6% |
| Participation rate | 39.8% | 68.7%-28.9pp | 76.5%-36.7pp | 69.5%-29.8pp |
| Annual return | 19.39% | 530.12%-510.7pp | 176.28%-156.9pp | 73.14%-53.7pp |
| Employer contribution / active EE | $705 | $2,471-71.5% | $3,679-80.8% | $2,342-69.9% |
| Participant deferral / active EE | $1,018 | $2,854-64.3% | $3,897-73.9% | $3,332-69.4% |
| Admin fee / account holder | $242 | $3,840-93.7% | $5,194-95.3% | $4,645-94.8% |