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 | $25,414 | $103,376-75.4% | $87,100-70.8% | $152,861-83.4% |
| Participation rate | 36.8% | 79.3%-42.5pp | 76.9%-40.0pp | 82.4%-45.6pp |
| Annual return | 21.02% | 28.10%-7.1pp | 28.19%-7.2pp | 345.32%-324.3pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $880 | $4,778-81.6% | $4,049-78.3% | $5,850-85.0% |
| Admin fee / account holder | $30 | $12,205-99.8% | $7,497-99.6% | $11,596-99.7% |