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 | $42,482 | $63,346-32.9% | $92,233-53.9% | $70,131-39.4% |
| Participation rate | 30.8% | 68.7%-37.9pp | 76.5%-45.7pp | 69.5%-38.8pp |
| Annual return | 14.95% | 530.12%-515.2pp | 176.28%-161.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $522 | $2,471-78.9% | $3,679-85.8% | $2,342-77.7% |
| Participant deferral / active EE | $638 | $2,854-77.7% | $3,897-83.6% | $3,332-80.9% |
| Admin fee / account holder | $9 | $3,840-99.8% | $5,194-99.8% | $4,645-99.8% |