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 | $44,844 | $100,852-55.5% | $90,404-50.4% | $158,922-71.8% |
| Participation rate | 6.3% | 75.0%-68.8pp | 72.7%-66.4pp | 82.0%-75.7pp |
| Annual return | 12.97% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.9pp |
| Employer contribution / active EE | $136 | $3,689-96.3% | $3,262-95.8% | $4,761-97.2% |
| Participant deferral / active EE | $136 | $4,348-96.9% | $3,963-96.6% | $5,982-97.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |