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 10-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 | $144,006 | $49,922+188.5% | $80,569+78.7% | $75,163+91.6% |
| Participation rate | 2.2% | 55.3%-53.1pp | 67.0%-64.8pp | 67.2%-65.0pp |
| Annual return | 20.87% | 34.69%-13.8pp | 935.43%-914.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $120 | $3,577-96.6% | $5,377-97.8% | $5,651-97.9% |