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 | $49,645 | $152,509-67.4% | $117,472-57.7% | $134,475-63.1% |
| Participation rate | 7.7% | 77.1%-69.4pp | 70.6%-62.9pp | 81.2%-73.5pp |
| Annual return | 1.35% | 52.99%-51.6pp | 29.74%-28.4pp | 417.96%-416.6pp |
| Employer contribution / active EE | $200 | $5,571-96.4% | $4,176-95.2% | $4,740-95.8% |
| Participant deferral / active EE | $250 | $4,818-94.8% | $4,070-93.9% | $6,400-96.1% |
| Admin fee / account holder | $89 | $7,004-98.7% | $5,645-98.4% | $11,426-99.2% |