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 | $41,104 | $77,813-47.2% | $123,544-66.7% | $64,186-36.0% |
| Participation rate | 35.8% | 74.7%-38.9pp | 82.3%-46.4pp | 69.6%-33.7pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $865 | $3,014-71.3% | $4,628-81.3% | $2,381-63.7% |
| Participant deferral / active EE | $1,533 | $5,240-70.7% | $6,426-76.1% | $3,470-55.8% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |