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 9-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 | $30,374 | $115,882-73.8% | $100,516-69.8% | $158,922-80.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 12.56% | 34.79%-22.2pp | 30.89%-18.3pp | 302.83%-290.3pp |
| Employer contribution / active EE | $117 | $4,103-97.1% | $3,418-96.6% | $4,761-97.5% |
| Participant deferral / active EE | $758 | $6,674-88.6% | $6,270-87.9% | $5,982-87.3% |
| Admin fee / account holder | $84 | $10,995-99.2% | $8,081-99.0% | $11,246-99.3% |