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 10-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 | $48,102 | $82,664-41.8% | $125,339-61.6% | $68,494-29.8% |
| Participation rate | 51.2% | 75.0%-23.9pp | 82.4%-31.2pp | 67.9%-16.7pp |
| Annual return | -14.34% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,841 | $6,110-69.9% | $7,446-75.3% | $4,027-54.3% |
| Admin fee / account holder | $145 | $6,275-97.7% | $10,010-98.5% | $5,403-97.3% |