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 9-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 | $134,554 | $149,679-10.1% | $117,039+15.0% | $147,584-8.8% |
| Participation rate | 19.0% | 83.5%-64.4pp | 77.2%-58.1pp | 82.8%-63.8pp |
| Annual return | 21.52% | 19.31%+2.2pp | 18.95%+2.6pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,674 | $4,937-66.1% | $3,785-55.8% | $4,876-65.7% |
| Participant deferral / active EE | $917 | $4,912-81.3% | $3,929-76.7% | $5,439-83.1% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |