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 | $65,826 | $105,859-37.8% | $90,160-27.0% | $147,584-55.4% |
| Participation rate | 53.3% | 79.7%-26.4pp | 76.9%-23.5pp | 82.8%-29.5pp |
| Annual return | 17.98% | 37.63%-19.6pp | 34.88%-16.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,302 | $5,733-77.3% | $5,288-75.4% | $5,439-76.1% |
| Admin fee / account holder | $241 | $8,046-97.0% | $5,943-95.9% | $10,885-97.8% |