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 6-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 | $22,719 | $100,852-77.5% | $90,404-74.9% | $158,922-85.7% |
| Participation rate | 10.0% | 75.0%-65.0pp | 72.7%-62.7pp | 82.0%-72.0pp |
| Annual return | 23.07% | 1724.20%-1701.1pp | 1293.02%-1269.9pp | 302.83%-279.8pp |
| Employer contribution / active EE | $348 | $3,689-90.6% | $3,262-89.3% | $4,761-92.7% |
| Participant deferral / active EE | $376 | $4,348-91.4% | $3,963-90.5% | $5,982-93.7% |
| Admin fee / account holder | $73 | $6,501-98.9% | $5,611-98.7% | $11,246-99.4% |