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 7-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 | $27,588 | $51,638-46.6% | $68,368-59.6% | $82,448-66.5% |
| Participation rate | 6.0% | 63.6%-57.6pp | 73.8%-67.8pp | 68.1%-62.1pp |
| Annual return | 19.29% | 37.53%-18.2pp | 292.57%-273.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $386 | $2,914-86.8% | $4,123-90.6% | $4,139-90.7% |
| Admin fee / account holder | $295 | $4,643-93.7% | $5,150-94.3% | $7,234-95.9% |