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 | $96,027 | $126,574-24.1% | $106,213-9.6% | $145,922-34.2% |
| Participation rate | 26.1% | 77.6%-51.6pp | 75.3%-49.2pp | 80.3%-54.2pp |
| Annual return | 16.91% | 224.79%-207.9pp | 116.14%-99.2pp | 561.29%-544.4pp |
| Employer contribution / active EE | $930 | $3,730-75.1% | $3,171-70.7% | $4,660-80.0% |
| Participant deferral / active EE | $1,541 | $5,724-73.1% | $5,016-69.3% | $6,688-77.0% |
| Admin fee / account holder | $160 | $17,304-99.1% | $11,033-98.6% | $13,397-98.8% |