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 | $209,335 | $214,378-2.4% | $200,582+4.4% | $142,382+47.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 29.48% | 46.41%-16.9pp | 42.33%-12.8pp | 217.08%-187.6pp |
| Employer contribution / active EE | $1,696 | $6,841-75.2% | $6,419-73.6% | $4,299-60.6% |
| Participant deferral / active EE | $2,606 | $9,865-73.6% | $9,331-72.1% | $6,507-59.9% |
| Admin fee / account holder | $275 | $17,692-98.4% | $16,305-98.3% | $12,624-97.8% |