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 | $53,655 | $88,594-39.4% | $70,092-23.5% | $134,475-60.1% |
| Participation rate | 17.4% | 74.9%-57.5pp | 70.5%-53.1pp | 81.2%-63.8pp |
| Annual return | -20.40% | 442.67%-463.1pp | 190.73%-211.1pp | 417.96%-438.4pp |
| Employer contribution / active EE | $376 | $3,233-88.4% | $2,559-85.3% | $4,740-92.1% |
| Participant deferral / active EE | $743 | $4,772-84.4% | $3,849-80.7% | $6,400-88.4% |
| Admin fee / account holder | $193 | $10,441-98.2% | $6,267-96.9% | $11,426-98.3% |