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 | $37,340 | $157,256-76.3% | $141,162-73.5% | $152,861-75.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 45.42% | 64.32%-18.9pp | 71.39%-26.0pp | 345.32%-299.9pp |
| Employer contribution / active EE | $1,306 | $5,261-75.2% | $4,735-72.4% | $4,762-72.6% |
| Participant deferral / active EE | $2,282 | $7,109-67.9% | $6,709-66.0% | $5,850-61.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |