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 6-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 | $40,955 | $175,202-76.6% | $149,673-72.6% | $139,434-70.6% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.7pp |
| Annual return | 12.06% | 166.71%-154.6pp | 134.42%-122.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,202 | $5,474-78.0% | $4,818-75.0% | $4,751-74.7% |
| Participant deferral / active EE | $1,574 | $6,519-75.9% | $5,680-72.3% | $6,710-76.5% |
| Admin fee / account holder | $225 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |