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 | $108,703 | $105,998+2.6% | $92,233+17.9% | $147,584-26.3% |
| Participation rate | 18.8% | 80.4%-61.7pp | 76.5%-57.7pp | 82.8%-64.1pp |
| Annual return | 18.27% | 50.05%-31.8pp | 176.28%-158.0pp | 578.55%-560.3pp |
| Employer contribution / active EE | $285 | $4,333-93.4% | $3,679-92.3% | $4,876-94.2% |
| Participant deferral / active EE | $665 | $4,478-85.2% | $3,897-82.9% | $5,439-87.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |