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 9-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 | $51,372 | $102,317-49.8% | $146,958-65.0% | $80,856-36.5% |
| Participation rate | 65.9% | 75.8%-9.9pp | 82.2%-16.2pp | 67.6%-1.7pp |
| Annual return | 12.73% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,078 | $3,713-71.0% | $4,933-78.1% | $2,755-60.9% |
| Participant deferral / active EE | $1,916 | $6,644-71.2% | $8,070-76.3% | $4,296-55.4% |
| Admin fee / account holder | $281 | $7,941-96.5% | $12,998-97.8% | $6,918-95.9% |