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 | $67,242 | $78,988-14.9% | - | $273,961-75.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | - | 83.0%-33.0pp |
| Annual return | 7.42% | 18.48%-11.1pp | - | 41.45%-34.0pp |
| Employer contribution / active EE | $4,130 | $4,066+1.6% | - | $4,869-15.2% |
| Participant deferral / active EE | $0 | $3,397-100.0% | - | $5,287-100.0% |
| Admin fee / account holder | $22 | $13,270-99.8% | - | $10,132-99.8% |