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 | $36,376 | $183,963-80.2% | $162,163-77.6% | $152,861-76.2% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.6%-18.3pp | 82.4%-13.2pp |
| Annual return | 17.66% | 150.76%-133.1pp | 115.59%-97.9pp | 345.32%-327.7pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,463 | $8,034-69.3% | $7,298-66.2% | $5,850-57.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |