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 | $26,038 | $150,440-82.7% | $136,294-80.9% | $147,584-82.4% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 24.12% | 1049.08%-1025.0pp | 5155.94%-5131.8pp | 578.55%-554.4pp |
| Employer contribution / active EE | $3,641 | $5,256-30.7% | $4,695-22.4% | $4,876-25.3% |
| Participant deferral / active EE | $1,769 | $6,630-73.3% | $6,247-71.7% | $5,439-67.5% |
| Admin fee / account holder | $164 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |