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 | $41,772 | $79,944-47.7% | $98,439-57.6% | $75,163-44.4% |
| Participation rate | 29.7% | 70.4%-40.6pp | 75.2%-45.4pp | 67.2%-37.5pp |
| Annual return | 18.47% | 19.75%-1.3pp | 21.16%-2.7pp | 160.62%-142.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $305 | $3,752-91.9% | $4,738-93.6% | $4,125-92.6% |
| Admin fee / account holder | $8 | $6,840-99.9% | $8,948-99.9% | $5,651-99.9% |