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 | $56,252 | $115,770-51.4% | $101,248-44.4% | $158,922-64.6% |
| Participation rate | 12.5% | 79.4%-66.9pp | 75.8%-63.3pp | 82.0%-69.5pp |
| Annual return | 19.06% | 56.14%-37.1pp | 46.47%-27.4pp | 302.83%-283.8pp |
| Employer contribution / active EE | $206 | $4,175-95.1% | $3,660-94.4% | $4,761-95.7% |
| Participant deferral / active EE | $368 | $4,957-92.6% | $4,370-91.6% | $5,982-93.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |