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 | $30,570 | $52,580-41.9% | $71,671-57.3% | $70,131-56.4% |
| Participation rate | 27.3% | 60.9%-33.6pp | 68.7%-41.5pp | 69.5%-42.3pp |
| Annual return | 13.80% | 20.25%-6.5pp | 20.65%-6.8pp | 73.14%-59.3pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $859 | $2,386-64.0% | $3,438-75.0% | $3,332-74.2% |
| Admin fee / account holder | $3 | $3,653-99.9% | $5,558-100.0% | $4,645-99.9% |