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 3-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 | $13,754 | $68,097-79.8% | $62,929-78.1% | $137,256-90.0% |
| Participation rate | 27.3% | 77.4%-50.2pp | 73.1%-45.8pp | 80.0%-52.7pp |
| Annual return | 12.47% | 1859.11%-1846.6pp | 1063.93%-1051.5pp | 220.34%-207.9pp |
| Employer contribution / active EE | $235 | $2,811-91.6% | $2,505-90.6% | $4,156-94.3% |
| Participant deferral / active EE | $531 | $4,553-88.3% | $3,888-86.4% | $6,407-91.7% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |