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 7-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 | $33,520 | $138,065-75.7% | $123,544-72.9% | $135,375-75.2% |
| Participation rate | 14.3% | 84.7%-70.4pp | 82.3%-68.0pp | 82.6%-68.4pp |
| Annual return | -6.07% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $296 | $5,151-94.3% | $4,628-93.6% | $4,779-93.8% |
| Participant deferral / active EE | $582 | $6,799-91.4% | $6,426-90.9% | $5,609-89.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |