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 | $31,114 | $47,479-34.5% | $62,929-50.6% | $82,448-62.3% |
| Participation rate | 34.0% | 66.9%-32.8pp | 73.1%-39.1pp | 68.1%-34.0pp |
| Annual return | 11.93% | 20.34%-8.4pp | 1063.93%-1052.0pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,599 | $1,885-15.2% | $2,505-36.2% | $2,551-37.3% |
| Participant deferral / active EE | $712 | $2,870-75.2% | $3,888-81.7% | $4,139-82.8% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |