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 | $79,484 | $72,177+10.1% | $115,037-30.9% | $59,632+33.3% |
| Participation rate | 68.8% | 72.6%-3.8pp | 81.4%-12.6pp | 68.7%+0.1pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $740 | $4,783-84.5% | $6,026-87.7% | $3,192-76.8% |
| Admin fee / account holder | $34 | $4,927-99.3% | $8,175-99.6% | $4,297-99.2% |