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 | $30,783 | $154,228-80.0% | $145,433-78.8% | $137,256-77.6% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 21.04% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $907 | $4,804-81.1% | $4,554-80.1% | $4,156-78.2% |
| Participant deferral / active EE | $1,633 | $8,216-80.1% | $7,897-79.3% | $6,407-74.5% |
| Admin fee / account holder | $61 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |