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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,114 | $189,613-34.5% | $167,512-25.9% | $142,382-12.8% |
| Participation rate | 47.4% | 80.1%-32.8pp | 77.1%-29.7pp | 80.1%-32.8pp |
| Annual return | 23.53% | 2024.68%-2001.2pp | 1615.79%-1592.3pp | 217.08%-193.5pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,164 | $6,981+2.6% | $6,405+11.9% | $6,507+10.1% |
| Admin fee / account holder | $15 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |