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 | $151,415 | $183,963-17.7% | $162,163-6.6% | $152,861-0.9% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.4%-25.3pp |
| Annual return | 19.85% | 150.76%-130.9pp | 115.59%-95.7pp | 345.32%-325.5pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,326 | $8,034-71.0% | $7,298-68.1% | $5,850-60.2% |
| Admin fee / account holder | $88 | $13,121-99.3% | $10,843-99.2% | $11,596-99.2% |