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 | $104,685 | $142,344-26.5% | $119,609-12.5% | $134,475-22.2% |
| Participation rate | 57.9% | 82.8%-24.9pp | 79.3%-21.4pp | 81.2%-23.3pp |
| Annual return | -7.88% | -12.44%+4.6pp | -14.97%+7.1pp | 417.96%-425.8pp |
| Employer contribution / active EE | $1,294 | $5,222-75.2% | $4,232-69.4% | $4,740-72.7% |
| Participant deferral / active EE | $164 | $6,469-97.5% | $5,602-97.1% | $6,400-97.4% |
| Admin fee / account holder | $64 | $13,584-99.5% | $10,323-99.4% | $11,426-99.4% |