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 8-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 | $65,970 | $107,934-38.9% | $91,989-28.3% | $152,861-56.8% |
| Participation rate | 41.7% | 81.2%-39.5pp | 78.6%-37.0pp | 82.4%-40.8pp |
| Annual return | 25.50% | 89.24%-63.7pp | 69.02%-43.5pp | 345.32%-319.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,333 | $6,364-79.1% | $5,923-77.5% | $5,850-77.2% |
| Admin fee / account holder | $20 | $10,520-99.8% | $7,743-99.7% | $11,596-99.8% |