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 7-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 | $25,026 | $106,584-76.5% | $101,326-75.3% | $142,382-82.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 81.5%-41.5pp | 80.1%-40.1pp |
| Annual return | 20.94% | 36.93%-16.0pp | 36.82%-15.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $369 | $3,956-90.7% | $3,665-89.9% | $4,299-91.4% |
| Participant deferral / active EE | $833 | $8,297-90.0% | $7,994-89.6% | $6,507-87.2% |
| Admin fee / account holder | $52 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |