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 | $37,296 | $88,707-58.0% | $74,183-49.7% | $273,961-86.4% |
| Participation rate | 25.0% | 79.4%-54.4pp | 76.6%-51.6pp | 83.0%-58.0pp |
| Annual return | 7.13% | 11.94%-4.8pp | 17.74%-10.6pp | 41.45%-34.3pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $437 | $4,212-89.6% | $3,550-87.7% | $5,287-91.7% |
| Admin fee / account holder | $187 | $8,717-97.9% | $5,586-96.6% | $10,132-98.2% |