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 | $82,688 | $148,534-44.3% | $135,903-39.2% | $139,434-40.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 20.03% | 79.19%-59.2pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,358 | $5,243-74.1% | $4,856-72.0% | $4,751-71.4% |
| Participant deferral / active EE | $1,797 | $8,100-77.8% | $7,758-76.8% | $6,710-73.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |