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 | $64,240 | $106,584-39.7% | $101,326-36.6% | $142,382-54.9% |
| Participation rate | 14.3% | 82.7%-68.4pp | 81.5%-67.2pp | 80.1%-65.8pp |
| Annual return | 56.62% | 36.93%+19.7pp | 36.82%+19.8pp | 217.08%-160.5pp |
| Employer contribution / active EE | $395 | $3,956-90.0% | $3,665-89.2% | $4,299-90.8% |
| Participant deferral / active EE | $478 | $8,297-94.2% | $7,994-94.0% | $6,507-92.6% |
| Admin fee / account holder | $40 | $11,446-99.6% | $11,185-99.6% | $12,624-99.7% |