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 | $38,972 | $84,233-53.7% | $170,442-77.1% | $70,131-44.4% |
| Participation rate | 14.0% | 70.8%-56.9pp | 83.6%-69.6pp | 69.5%-55.6pp |
| Annual return | 139.52% | 23.06%+116.5pp | 205.93%-66.4pp | 73.14%+66.4pp |
| Employer contribution / active EE | $350 | $3,387-89.7% | $5,433-93.6% | $2,342-85.1% |
| Participant deferral / active EE | $628 | $3,086-79.7% | $4,939-87.3% | $3,332-81.2% |
| Admin fee / account holder | $184 | $5,698-96.8% | $13,880-98.7% | $4,645-96.0% |