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 | $35,595 | $91,552-61.1% | $133,956-73.4% | $79,858-55.4% |
| Participation rate | 25.0% | 73.3%-48.3pp | 79.8%-54.8pp | 69.6%-44.6pp |
| Annual return | 15.95% | 61.85%-45.9pp | 45.09%-29.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $909 | $3,733-75.6% | $5,048-82.0% | $3,740-75.7% |
| Admin fee / account holder | $188 | $6,321-97.0% | $8,927-97.9% | $5,306-96.5% |