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 | $102,840 | $189,613-45.8% | $167,512-38.6% | $142,382-27.8% |
| Participation rate | 20.0% | 80.1%-60.1pp | 77.1%-57.1pp | 80.1%-60.1pp |
| Annual return | 19.46% | 2024.68%-2005.2pp | 1615.79%-1596.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $396 | $4,349-90.9% | $3,882-89.8% | $4,299-90.8% |
| Participant deferral / active EE | $396 | $6,981-94.3% | $6,405-93.8% | $6,507-93.9% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |