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 | $90,410 | $74,888+20.7% | $71,209+27.0% | $142,382-36.5% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.1%-55.1pp |
| Annual return | 19.75% | 345.14%-325.4pp | 282.51%-262.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $467 | $2,854-83.6% | $2,721-82.8% | $4,299-89.1% |
| Participant deferral / active EE | $584 | $4,454-86.9% | $4,175-86.0% | $6,507-91.0% |
| Admin fee / account holder | $60 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |