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 7-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 | $38,548 | $179,726-78.6% | $156,263-75.3% | $142,382-72.9% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.9%-36.1pp | 80.1%-37.3pp |
| Annual return | 20.50% | 77.86%-57.4pp | 59.47%-39.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,118 | $6,956-83.9% | $6,158-81.8% | $6,507-82.8% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |