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 | $25,061 | $92,222-72.8% | $76,768-67.4% | $135,375-81.5% |
| Participation rate | 46.2% | 79.8%-33.6pp | 77.0%-30.8pp | 82.6%-36.5pp |
| Annual return | -2.35% | 5.46%-7.8pp | 2.43%-4.8pp | 519.73%-522.1pp |
| Employer contribution / active EE | $745 | $3,216-76.8% | $2,485-70.0% | $4,779-84.4% |
| Participant deferral / active EE | $982 | $4,509-78.2% | $3,852-74.5% | $5,609-82.5% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |