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 | $177,818 | $100,754+76.5% | $86,677+105.2% | $134,475+32.2% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -5.94% | 29.04%-35.0pp | 35.91%-41.8pp | 417.96%-423.9pp |
| Employer contribution / active EE | $792 | $3,489-77.3% | $2,836-72.1% | $4,740-83.3% |
| Participant deferral / active EE | $792 | $5,338-85.2% | $4,656-83.0% | $6,400-87.6% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |