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 5-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 | $11,017 | $106,543-89.7% | $91,220-87.9% | $134,475-91.8% |
| Participation rate | 64.7% | 76.8%-12.1pp | 73.2%-8.5pp | 81.2%-16.5pp |
| Annual return | 21.13% | 160.60%-139.5pp | 114.01%-92.9pp | 417.96%-396.8pp |
| Employer contribution / active EE | $557 | $3,331-83.3% | $2,850-80.5% | $4,740-88.2% |
| Participant deferral / active EE | $571 | $4,719-87.9% | $4,234-86.5% | $6,400-91.1% |
| Admin fee / account holder | $3 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |