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 4-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 | $199,938 | $159,602+25.3% | $150,045+33.3% | $142,382+40.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 19.09% | 70.24%-51.1pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,592 | $4,961-67.9% | $4,693-66.1% | $4,299-63.0% |
| Participant deferral / active EE | $1,996 | $8,310-76.0% | $7,997-75.0% | $6,507-69.3% |
| Admin fee / account holder | $218 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |