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 | $104,424 | $106,515-2.0% | $96,683+8.0% | $139,434-25.1% |
| Participation rate | 35.3% | 77.8%-42.5pp | 74.3%-39.0pp | 80.3%-45.0pp |
| Annual return | 14.32% | 38.43%-24.1pp | 35.69%-21.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $947 | $5,454-82.6% | $4,878-80.6% | $6,710-85.9% |
| Admin fee / account holder | $36 | $7,877-99.5% | $6,730-99.5% | $11,403-99.7% |