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 | $25,535 | $60,349-57.7% | $74,183-65.6% | $62,891-59.4% |
| Participation rate | 58.6% | 72.7%-14.1pp | 76.6%-18.0pp | 69.3%-10.7pp |
| Annual return | 11.20% | 21.37%-10.2pp | 17.74%-6.5pp | 20.14%-8.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $676 | $2,856-76.3% | $3,550-80.9% | $3,203-78.9% |
| Admin fee / account holder | $65 | $4,261-98.5% | $5,586-98.8% | $4,296-98.5% |