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 | $31,748 | $121,625-73.9% | $104,607-69.7% | $158,922-80.0% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 17.54% | 465.26%-447.7pp | 340.46%-322.9pp | 302.83%-285.3pp |
| Employer contribution / active EE | $265 | $3,163-91.6% | $2,681-90.1% | $4,761-94.4% |
| Participant deferral / active EE | $265 | $4,177-93.7% | $3,740-92.9% | $5,982-95.6% |
| Admin fee / account holder | $20 | $7,787-99.7% | $6,473-99.7% | $11,246-99.8% |