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 9-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 | $12,309 | $57,281-78.5% | $86,612-85.8% | $75,163-83.6% |
| Participation rate | 14.0% | 63.2%-49.2pp | 71.7%-57.7pp | 67.2%-53.2pp |
| Annual return | 17.94% | 2670.75%-2652.8pp | 591.07%-573.1pp | 160.62%-142.7pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $394 | $3,318-88.1% | $4,438-91.1% | $4,125-90.4% |
| Admin fee / account holder | $60 | $4,112-98.5% | $5,614-98.9% | $5,651-98.9% |