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 | $11,179 | $48,046-76.7% | $84,611-86.8% | $72,985-84.7% |
| Participation rate | 12.5% | 57.6%-45.1pp | 68.2%-55.7pp | 69.5%-57.0pp |
| Annual return | 21.52% | 37.38%-15.9pp | 258.74%-237.2pp | 81.00%-59.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $614 | $2,680-77.1% | $3,899-84.3% | $3,607-83.0% |
| Admin fee / account holder | $263 | $3,395-92.3% | $4,912-94.7% | $5,124-94.9% |