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 | $29,796 | $215,361-86.2% | $171,082-82.6% | $273,961-89.1% |
| Participation rate | 27.8% | 82.0%-54.2pp | 76.7%-48.9pp | 83.0%-55.2pp |
| Annual return | 6.61% | 25.14%-18.5pp | 32.56%-25.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $322 | $4,967-93.5% | $4,002-91.9% | $4,869-93.4% |
| Participant deferral / active EE | $476 | $5,543-91.4% | $4,797-90.1% | $5,287-91.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |