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 5-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 | $100,613 | $56,114+79.3% | $96,139+4.7% | $85,850+17.2% |
| Participation rate | 63.2% | 56.7%+6.4pp | 68.4%-5.3pp | 69.3%-6.2pp |
| Annual return | 0.00% | 42.30%-42.3pp | 191.94%-191.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $102 | $2,859-96.4% | $4,349-97.6% | $3,952-97.4% |
| Admin fee / account holder | $17 | $3,768-99.5% | $5,537-99.7% | $6,260-99.7% |