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 | $90,974 | $149,734-39.2% | $118,925-23.5% | $158,922-42.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 9.53% | 19.95%-10.4pp | 35.88%-26.3pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,329 | $4,115-67.7% | $3,263-59.3% | $4,761-72.1% |
| Participant deferral / active EE | $1,329 | $5,223-74.6% | $4,265-68.8% | $5,982-77.8% |
| Admin fee / account holder | $128 | $8,603-98.5% | $6,581-98.1% | $11,246-98.9% |