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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,145 | $65,561+150.4% | $86,188+90.5% | $75,163+118.4% |
| Participation rate | 11.8% | 60.5%-48.7pp | 69.0%-57.2pp | 67.2%-55.4pp |
| Annual return | 21.45% | 46.05%-24.6pp | 1168.45%-1147.0pp | 160.62%-139.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $365 | $3,024-87.9% | $3,985-90.8% | $4,125-91.1% |
| Admin fee / account holder | $193 | $5,474-96.5% | $6,852-97.2% | $5,651-96.6% |