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 5-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 | $235,552 | $117,690+100.1% | $71,735+228.4% | $134,475+75.2% |
| Participation rate | 50.0% | 68.8%-18.8pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | -14.96% | 25.44%-40.4pp | 9.14%-24.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $141 | $2,525-94.4% | $1,704-91.7% | $4,740-97.0% |
| Participant deferral / active EE | $328 | $3,759-91.3% | $2,658-87.7% | $6,400-94.9% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,426-100.0% |