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 | $25,787 | $95,266-72.9% | $82,389-68.7% | $142,382-81.9% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.5%-26.7pp | 80.1%-37.3pp |
| Annual return | 21.43% | 25.74%-4.3pp | 28.67%-7.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $601 | $2,991-79.9% | $2,517-76.1% | $4,299-86.0% |
| Participant deferral / active EE | $722 | $4,809-85.0% | $4,155-82.6% | $6,507-88.9% |
| Admin fee / account holder | $238 | $8,563-97.2% | $7,231-96.7% | $12,624-98.1% |