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 8-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 | $9,767 | $110,261-91.1% | $95,745-89.8% | $139,434-93.0% |
| Participation rate | 37.5% | 75.8%-38.3pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 21.96% | 27.11%-5.1pp | 28.35%-6.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $202 | $3,257-93.8% | $2,835-92.9% | $4,751-95.7% |
| Participant deferral / active EE | $676 | $4,676-85.5% | $4,245-84.1% | $6,710-89.9% |
| Admin fee / account holder | $39 | $6,613-99.4% | $5,678-99.3% | $11,403-99.7% |