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 | $17,289 | $107,934-84.0% | $91,989-81.2% | $152,861-88.7% |
| Participation rate | 13.6% | 81.2%-67.5pp | 78.6%-65.0pp | 82.4%-68.8pp |
| Annual return | 39.14% | 89.24%-50.1pp | 69.02%-29.9pp | 345.32%-306.2pp |
| Employer contribution / active EE | $562 | $4,210-86.6% | $3,452-83.7% | $4,762-88.2% |
| Participant deferral / active EE | $936 | $6,364-85.3% | $5,923-84.2% | $5,850-84.0% |
| Admin fee / account holder | $93 | $10,520-99.1% | $7,743-98.8% | $11,596-99.2% |