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 | $41,281 | $77,419-46.7% | $69,455-40.6% | $152,861-73.0% |
| Participation rate | 25.0% | 78.1%-53.1pp | 74.6%-49.6pp | 82.4%-57.4pp |
| Annual return | 21.53% | 39.06%-17.5pp | 28.97%-7.4pp | 345.32%-323.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $167 | $4,414-96.2% | $3,535-95.3% | $5,850-97.1% |
| Admin fee / account holder | $190 | $6,207-96.9% | $3,839-95.1% | $11,596-98.4% |