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 5-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 | $34,250 | $179,726-80.9% | $156,263-78.1% | $142,382-75.9% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.9%-36.1pp | 80.1%-37.3pp |
| Annual return | 19.73% | 77.86%-58.1pp | 59.47%-39.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,127 | $5,069-77.8% | $4,333-74.0% | $4,299-73.8% |
| Participant deferral / active EE | $1,417 | $6,956-79.6% | $6,158-77.0% | $6,507-78.2% |
| Admin fee / account holder | $35 | $17,272-99.8% | $14,255-99.8% | $12,624-99.7% |