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 3-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 | $33,392 | $169,032-80.2% | $129,207-74.2% | $145,922-77.1% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 54.44% | 14330.11%-14275.7pp | 9417.33%-9362.9pp | 561.29%-506.8pp |
| Employer contribution / active EE | $463 | $5,537-91.6% | $4,153-88.8% | $4,660-90.1% |
| Participant deferral / active EE | $16 | $4,987-99.7% | $4,168-99.6% | $6,688-99.8% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |