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 | $28,324 | $49,915-43.3% | $154,803-81.7% | $74,304-61.9% |
| Participation rate | 15.7% | 54.0%-38.2pp | 78.1%-62.4pp | 60.3%-44.6pp |
| Annual return | 15.36% | 34.06%-18.7pp | 58.88%-43.5pp | 29.43%-14.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $470 | $2,255-79.2% | $5,540-91.5% | $3,767-87.5% |
| Admin fee / account holder | $131 | $2,189-94.0% | $14,329-99.1% | $2,969-95.6% |