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 | $55,309 | $185,822-70.2% | $169,993-67.5% | $139,434-60.3% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 15.24% | 60.50%-45.3pp | 53.37%-38.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,157 | $7,590-84.8% | $6,785-83.0% | $4,751-75.7% |
| Participant deferral / active EE | $1,992 | $11,622-82.9% | $10,408-80.9% | $6,710-70.3% |
| Admin fee / account holder | $45 | $15,381-99.7% | $12,815-99.6% | $11,403-99.6% |